Understanding Your Planning Needs: What are your financial priorities?
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Once your Financial Advisor understands the key milestones that are important to you, he or she can draw on UBS's specialized areas of wealth planning expertise.  Depending on what you're looking for and the goals you're working to achieve, an in-depth, integrated financial plan could be appropriate for your situation.  Your plan could include any number of strategies for building and preserving your wealth.


Life Stages and Common Goals

Wealth accumulation Wealth preservation
and risk control 		Wealth transfer
Funding education for children or grandchildren Align portfolio objectives with
a changing lifestyle 		Create your family legacy
Save for a major expenditure or investment Preserve assets and income Manage estate taxes
Seek financial independence In the event of disability,
long-term care or death 		Gifting during your lifetime
Plan for a comfortable retirement Manage retirement needs
(appreciation and distribution) 		Testamentary transfers to beneficiaries
Maximize employee/executive compensation plans Improve cash flow Transfer business interests
Build liquidity Business continuation Plan strategic philanthropy


contact a Financial Advisor for more information