25 hours of customized financial planning with Nancy Matta, Senior Vice President of Investments at UBS Financial Services Inc.
With more than 38 years of experience in wealth management. Nancy's comprehensive approach will focus on your ability to achieve multiple goals and objectives, providing a complete experience that analyzes different areas of your financial life simultaneously to help you make thoughtful and informed decisions on goals such as retirement, education funding, and major purchases. The plan can help analyzes whether you have enough resources in the event of a long term illness, premature death, or serious disability and can illustrate fundamental estate planning based on your family's specific situation.
Beause services are tailored to your personal needs, the type of plan will vary based on the individual but may cover:
- discovery and prioritization of goals such as retirement and education
- impact of annual cash flows on ability to achieve goals
- integration and understanding of of company benefit plans including stock option analysis
- net worth and asset allocation
- risk management analysis
- life insurance needs
- fundamental estate analysis
- charitable planning
In addition depending upon the services you select, periodic reviews can be conducted to modify your strategy and stay on course.
Nancy has been recognized by Research magazine as one of the top advisors in the country and was inducted into the magazine's Hall of Fame and has been featured in Latino Leaders and appeared in Time magazine, Barron's, and The Wall Street Journal.
For ESMS community only.
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