How much can you safely withdraw from your retirement funds without risking depletion? Which accounts should you tap first? The longer you spend in retirement—and for some that may be 30 years or more—the greater the impact these decisions can have on your retirement lifestyle and the value of the estate you leave behind.

We’ve helped many executives create value and liquidity from their concentrated equity holdings, stock options and other executive compensation packages. Whether you’re managing a restricted stock award, executing stock options or selling shares, we’ll provide the advice you need to help control risks and taxes so you can keep your long-term goals on track.

A plan can turn overwhelming obstacles into manageable objectives. Our approach starts with an important conversation about your priorities and your personal definition of financial security. This information helps us design a roadmap that looks beyond investing to pursue your goals across each area of your financial life. It helps us anticipate potential issues—before they become problems that can derail our strategy.

We have and will continue to assist families with the much-needed expertise and clarity to manage the highly sensitive concerns and issues surrounding their loved ones with special needs. Whether you have received a settlement or you’re looking to create a thoughtful estate or financial plan for a family member with special needs, we will work diligently to provide you with the financial guidance you need to make informed decisions about the growth and protection of your assets and estate. We can help give you confidence that all your issues and concerns are addressed.*

* Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.