Your wealth. Your retirement. Your future.
Suzanne Schwester Sloan, CMFC®
856-985-2043
501 Fellowship Road
Suite 302
Mount Laurel, NJ 08054
As you approach retirement, you likely have questions: Have I saved enough? How will market volatility affect my future retirement income? Am I prepared for rising healthcare costs? With a depth of wealth management experience, I can help you address your concerns and plan for a long, healthy and secure retirement.
Working with corporate executives and their families in a highly collaborative way, my team and I help our clients make thoughtful, informed decisions about their retirement, estate and legacy goals. It all begins with a comprehensive financial plan that assists with the various opportunities and challenges that come with growing and preserving your wealth.
Backed by the extensive resources of UBS, one of the world’s leading wealth managers, we advise our clients through every stage of retirement planning. Our relationships are based on experienced advice, sound wealth management strategies, trust and integrity.
Suzanne has been recognized as an industry leader
Forbes America’s Top Next Generation Wealth Advisors, 2018
In 2018, Suzanne was chosen by Forbes magazine as among the nation’s top next-generation wealth advisors—men and women “who represent the future of the wealth management industry.”1 With a focus on helping her clients stay on track to meet their retirement needs and goals, Suzanne guides them as they approach this transition period, and beyond.
Working Mother Magazine Top Wealth Advisor Moms, 2018.
Suzanne has also been chosen as one of Working Mother Magazine's top 300 moms working in wealth management today.
Planning for your retirement, step by step
When we meet with clients for the first time, they often share their concerns about maintaining enough income during a potentially long retirement. We will work with you to help preserve your lifestyle and livelihood throughout retirement. We will help you understand such influences as risk and investment time horizon, evaluate your current asset allocation and help you maximize your Social Security benefits.
Sometimes our clients don’t see how all their assets fit into a comprehensive retirement plan. For many, a 401(k) plan may be the chief source of retirement income. But there are other assets to consider—pensions, equity compensation plans, IRAs rollovers from previous jobs, Social Security, life insurance, family trusts and a second home. We’ll assist you in compiling a comprehensive list of everything that can help fund your retirement.
Is your 401(k) allotment strategy the right one for you as you near retirement? As a supplement to your employer-sponsored retirement plan, an IRA offers tax advantages that can be a solid benefit to your retirement plan. We’ll help you examine your current investments with an eye toward longevity and tax efficiency.
Is your future worth a second opinion?
To help you decide if you are on the right track to retirement, we offer a complementary individual 401(k) portfolio review. Contact us today.
Creating your comprehensive plan
Once we’ve understood your vision of your future, we create a financial plan that is focused on you and your family’s specific situation and is specifically tailored to your retirement goals.
Liquidity. Longevity. Legacy.
Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.
We have deep experience helping corporate executives simplify the challenges that come with a complex compensation plan. We advise on pension plans, how buy-outs or severance can add value to 401(k)’s pre-retirement, the potential for in-service 401(k) distributions (which can be taken without penalty and rolled over into an IRA) and other areas that can potentially aid you as you prepare to transition to retirement.
Our investment philosophy focuses on stability and growth, while respecting your tolerance for risk. Our goal is to provide you with a steady income stream that keeps pace with the cost of living. In this we’re aided by our direct access to the global resources of UBS and the timely perspectives and insights provided by UBS Wealth Management researchers and investment analysts.
Relationships that last
Working closely with our clients on planning this important transition in their lives forges a strong bond that we value. We continue this relationship throughout our clients’ retirement, providing high-quality service and addressing any issues as they arise.
We believe that listening carefully to your concerns helps us serve you better. Count on us to help with all aspects of your financial life, whether it’s providing you with detail-oriented financial reporting or advising each generation of your family on financial matters. We’re with you for the long term.
As a client, you have access to the global research and analytical resources of UBS as well as our local network of professionals. We can connect you with attorneys, tax professionals, mortgage specialists and bankers, and insurance (life, health, long-term care and disability) experts. We help put all these perspectives together into one integrated approach.
We will schedule regular reviews, either in person or by phone, to go over your investment strategy, your questions and expectations, and to make sure your plan continuously aligns with your goals. We also host periodic webinars on a variety of retirement-related topics.
“As I consider any investment, I always ask myself one simple question: ’Is this the right investment for you and your family?”
— Suzanne Schwester Sloan
Market outlook
