Home | Contact Us | Local Sitemap |
About UBS Wealth Management Careers
UBS Wealth Management

UBS Home

UBS Wealth Management

UBS Homepage > Wealth Management US > Finance strategically > Financing Personal Expenditures
Financing Personal Expenditures
Financing personal expeditures
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.

contact a Financial Advisor for more information

1 Neither UBS Financial Services Inc. nor UBS Mortgage provides tax advice. You should consult with your tax advisor regarding your particular situation.

2 Credit Lines are provided by UBS Bank USA, an affiliate of UBS Financial Services Inc., and are subject to credit approval.
Please read the full legal disclosure for more information.

Related Links

Financing Luxury Purchases
Using UBS Cards

Related Documents
Financing Strategies (917kb)

Print this page E-mail this page  
Find a Financial Advisor
Enter your ZIP code
Find a Financial Advisor by name
Account Login
User Name
Benefits of Enrolling
Enroll Now
First-Time User
View Mailbox
Products & Services
Terms of Use | Privacy Statement | E-mail Disclosure
Products and services in these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information.
© UBS 2011. All rights reserved.
Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA.
Notice for Non-U.S. InvestorsOrder Routing DisclosureStatement of Financial ConditionBest Execution StatementLoan Disclosure StatementAccount Sweep YieldsAdvisory & Brokerage ServicesCFP Board's Trademark DisclaimerImportant Information About Auction Rate Securities.