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Freedom financial asset management
Freedom financial asset management










freedom financial asset management

In today's rapidly changing world marked by economic uncertainty, we believe that prudent investing requires a proactive approach to managing, growing, and preserving wealth. We follow a core-satellite approach to asset management. Disclosures.Our approach to prudent asset management combines a high level of personal attention with access to an industry-wide universe of financial products and services, including managed portfolios, exchange-traded funds (ETFs), mutual funds, individual stocks, annuities, and alternative investments. Futures Commission Merchant (FCM) Information for UBS Financial Services Inc.

freedom financial asset management

Statement of Financial Condition- UBS FSI of Puerto Rico (PDF). Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. is also registered as a Futures Commission Merchant (FCM) with the U.S. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered investment advisor and broker-dealer offering securities, trading, brokerage and related products and services. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Please consult the sales restrictions relating to the service in question for further information.

freedom financial asset management

Products and services mentioned on these web pages may not be available for residents of certain nations. For more information, please review client relationship summary provided at, or ask your UBS Financial Advisor for a copy. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Legal Information Important information about brokerage and advisory services.Īs a firm providing wealth management services to clients, UBS Financial Services Inc. Ĭlick here for more from UBS Family Advisory and Philanthropy Services.

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These themes can form the basis of a loving road map for families and caregivers and those they support.įor more details on each theme, read the full report Caring for aging loved ones. Check in often on an aging loved one, not only on how they are doing but also on whether any plans that may need adjusting or updating.Īs loved ones enter the final stretch of life, understanding how they define dignity and freedom is part of the planning process and may need to be revised as circumstances change over time. It is important to remind loved ones of phishing scams and hackers and that they should always call trusted family members before responding to questionable requests.Ībuse is an unfortunate reality that can take many forms, from physical to financial to psychological. New forms of technology are constantly evolving to assist families and their aging loved ones as an enhancement of care. Downsizing and decluttering homes and creating space for pleasurable pastimes can be a gift, allowing for the passing on of possessions and the stories behind them. Large homes and complex financial affairs can become more cumbersome with advanced age. Informed and transparent collaboration is critical among stakeholders, who often include multiple family members, friends, and external health care professionals and who may have disparate income levels, legal responsibility, and physical proximity to loved ones. This is an essential first step and one that should be revisited regularly, as circumstances can change quickly as loved ones age. Keeping open lines of communication can help prevent unspoken assumptions and unmet expectations, avoiding grievances, frustrations, and potential distress for all involved.ĭiscuss your loved one’s plans and priorities, and ensure they are documented. Running through all of these themes is the need for continual, clear communication among family members, care providers and the loved ones needing assistance. Six themes can help guide families through this emotionally challenging time. This means that caring for aging loved ones is a personal reality almost all of us will face. As the “baby boomer” generation become seniors, we are entering an era with the largest population of aging adults in human history-a population projected to almost double from 51 million to 95 million by 2060 (Population Reference Bureau).












Freedom financial asset management