All of us face ongoing financial commitments. Today, your teenager may have a chance to travel abroad. Tomorrow, you may decide to remodel your kitchen. Next month, you could be helping your parents plan for assisted living. And for the next several years, you might be paying for private schools and a college education.
You have enough assets to cover these costs. But you may wonder if you're handling them in the smartest and most cost-efficient way. Talking with a UBS Financial Advisor is an excellent way to find out. You and your UBS Financial Advisor will discuss your assets, liabilities and risk tolerance. He or she will also want to know how taxes, cash flow or other considerations affect your personal financial profile.1 Together, you'll discuss financing to help you meet your personalized wealth strategies.
Depending on your assets and individual financial situation, a flexible credit line2 or refinancing may be right for you. Working with your UBS Financial Advisor, you may explore financing strategies that put your investment portfolio to more productive use in managing your assets and liabilities.
While there are many financing options, your UBS Financial Advisor will help you understand the features, benefits and risks, so you can select a financing strategy that is designed to optimize your cash flow, enhance your wealth management and simplify meeting life's daily demands.