Envision retirement Planning for the life you want to lead
Great Lakes Consulting Group
800-599-4691 ext. 1816
201 West 3rd Street
Jamestown, NY 14701
Understanding your life and what you want to accomplish is important to how we work together. UBS Wealth Way is an approach we take that starts by focusing on what’s most important to you. Then, we can organize your financial life into: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. The clarity it provides can help you stay focused on your long-term goals, no matter what the markets are doing. See how.