Financial Planning

Our team has managed the Premier Advisory Services program for Accenture since 2009. Leveraging our expertise in Accenture's unique benefit plan, we craft personalized and comprehensive financial plans for our Accenture equity award participants.

Financial Goal Analysis

A UBS Financial Plan might include but is not limited to the following topics:

Retirement planning

  • Lifestyle review
  • Retirement Income assessment
  • Risk review
  • Pension and/or Social Security benefit analysis
  • Progress monitoring

Family needs planning

  • Education planning
  • Special needs child assessment and planning
  • Elder care planning
  • Long Term Care insurance

Credit and lending

  • Home loans
  • Securities-based lending
  • Commercial lending
  • Tailored lending

Business succession planning

  • Business needs review
  • Cash management and capital needs assessment
  • Business valuation
  • Succession plan documents

Executive compensation

  • Voluntary Equity Incentive Plan (VEIP) benefit plan considerations
  • Cash flow planning & tax efficient strategies with VEIP plan
  • Concentrated stock strategies
  • Expertise in highly regulated or complex areas (collateral loans, OTC option collars, etc.)

Insurance and liability management

  • Life Insurance
  • Long Term Care Insurance
  • Income protection: Disability insurance and business overhead insurance
  • Insurance as complement to investment plan

Estate planning considerations

  • Gifting & Philanthropy
  • Assess asset titling
  • Estate tax funding
  • Family dynamics and family meeting facilitation
  • Beneficiary Review

Confidence to pursue your goals

Our comprehensive structured advisory approach puts you in charge of your future by helping you address the financial goals and concerns that matter most to you. As part of this special offering with Accenture and UBS, you have the opportunity for a private discussion to help us understand and create a roadmap for the financial future you have always envisioned.