Building relationships that help inspire confidence
Flanagan Bruner Lizza Wealth Management
760-636-7251
760-636-7252
UBS Financial Services Inc.
75 280 Highway 111
Suite 100
Indian Wells, CA 92210
“We’re looking for relationships, not transactions.”
— Flanagan Bruner Lizza Wealth Management
Financial planning is at the heart of our comprehensive wealth management approach. Our team’s 70-plus years of experience have taught us that the best way to add value is by helping busy, successful people pursue their goals. When clients entrust us with their wealth, we seek to earn it with our skill, knowledge and service.
Our commitment to planning starts with listening. We ask the important questions to find out what matters most to each client, forging long-term relationships in the process. As part of UBS, we are able to coordinate our clients’ entire financial lives, addressing business as well as personal needs. We offer access to the firm’s global specialists in business transition planning, wealth transfer, portfolio construction, insurance, liquidity management and philanthropy, among other areas.
Personal wealth management
Sophisticated retirement and wealth transfer solutions
Your success is a reflection of your hard work and determination. But you may not have much time to think about the bigger picture. Our role is to address the complexities of your wealth and life. We can work with you to help grow and preserve your wealth, plan for the retirement you envision and shape your legacy.
Our team has a process in place to address all aspects of wealth management for executives, entrepreneurs and other accomplished individuals. Whether you need to diversify concentrated wealth, access liquidity to reach new goals or design a retirement income plan, we understand how to move forward. We leverage the global insights and best thinking of UBS to craft your customized portfolio, review your estate plan, assess your insurance needs and provide liability management solutions.
Women face particular concerns in their financial lives, such as longer lifespans and the likelihood that they will become the sole decision-maker at some point. Our team seeks to help empower them to take a more active role in their financial well-being. With our planning process, women can find answers to the big questions and feel confident about the future.
Understanding your life, your wealth and what you want to accomplish is important to how we work together at UBS. We start with questions and a discussion that helps us focus on what’s really important to you.
Then, we 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.
To help maintain your lifestyle
- Entertainment and travel
- Taxes
- Purchasing a home
To help improve your lifestyle
- Retirement
- Healthcare and long-term care expenses
- Second home
To help improve the lives of others
- Giving to family
- Philanthropy
- Wealth transfer over generations
Working together, we can help you:
- Gain confidence that your money is in an appropriate strategy—when it needs to be there
- Better manage investment risk—based on your different goals and timeframes
- Take the emotion out of investing—with a clearer understanding of your short-term needs
Planning for business owners
A strategy for the transition—and for what comes next
When you own a business, it is an integral part of your identity, and may be the core of your wealth. We can advise you about the financial—and emotional—aspects of a business transition. Our approach seeks to maximize value, achieve the best terms and create a vision for your life after a sale or succession.
Access to the global reach and depth of UBS
Bringing the capabilities of the firm to you
Our team is proud to be a part of one of the world’s largest wealth managers. We believe UBS is well-positioned to meet the needs of wealthy individuals and families, business owners, corporate leaders and entrepreneurs. The combination of our firm’s strong global resources and our local presence can give you confidence about your financial future.
How we work with you
A personal relationship centered on high-quality service
Beyond the financial advice we offer, our commitment to the families we serve sets us apart. Our business growth comes from referrals, as long-standing clients tell their friends and colleagues how we have helped them over the years. We understand the emotions behind wealth, and we’re here to support you, your family and your business through all of life’s changes.
My Total Picture: Your accounts, all in one place.
Insights
