Retirement living conjures up various images. Some see retirement living as traveling. Others envision more family time. Still others simply look forward to more free time. No matter what your view, there are a number of questions and concerns that should be addressed to help you better prepare for retirement living. Because in order to pursue your goals and dreams for retirement, it is necessary to determine a strategy for your future. Otherwise, your choices may be limited and your options few.
The UCCU Financial Group provides a wide range of services with the primary commitment of helping our clients pursue their unique financial objectives. We want to help you develop an overall strategy tailored to your goals, risk tolerance, and time horizon.
Our firm is dedicated to helping individuals evaluate their financial situations. We want to provide people with tools that can help them make informed decisions. We offer informational material on a wide range of topics because we understand that individuals have diverse financial needs. If you have any questions or concerns during the course of this presentation, we invite you to take advantage of our complimentary consultation. During the consultation, we can discuss your questions and begin the process of helping you develop a financial approach that will address your individual needs.
Keep in mind that the information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult a professional for specific information regarding your individual situation.
Learn more at:
Or, contact Steve Lloyd at (801) 223-7502 to set an appointment with one of our financial professionals.