Brookfield, WI Financial Advisor | Lynn Marie Magner, CFP, CRPC, CDFA

Working toward your goals It starts with a strategic plan

Lynn Marie Magner, CFP, CRPC, CDFA

Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Certified Divorce Financial Analyst (CDFA®)

Visit Perrigo Magner McCarthy

414-289-3814

17775 W. Bluemound Road
Brookfield, WI 53045

It starts with questions and a conversation about what you want to accomplish. Next, we can help you organize your financial life into 3 key strategies across your lifetime.

Discover
Analyze
Plan

To help provide cash flow for short-term expenses

How do you get a clearer idea of what you need, no matter what the markets are doing? A Liquidity strategy can help. It’s designed to help you balance short-term needs with long-term goals.

Entertainment and travel
Taxes
Purchasing a home

For longer-term needs

Want to boost your confidence in having the retirement you want? A Longevity strategy can help. It’s deigned to put you in position for a retirement that could last decades.

Retirement
Healthcare and long-term care expenses
Second home

For needs that go beyond your own

Looking to make a real difference for your family and the causes you care about? A Legacy strategy can help. Through strategic planning and tax-efficient gifting, it can help you make the maximum impact now and for future generations.

Giving to family
Philanthropy
Wealth transfer over generations

Then, we can identify solutions to support the 3 strategies and deliver: Advice. Beyond investing.

Start the conversation

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability.