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Financial Planning

Wherever you want to be, we'll help you get there

We’ll take the time to listen, ask questions, and understand your entire financial picture — then we’ll craft a plan specifically for you.

Find a Financial Planner
Financial planning with a broader scope
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Analyzing where you are now

Your Private Client Advisor will analyze your current portfolio positioning relative to peers and look for areas of potential risk.

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Crafting a plan to get there

We’ll work with you to sharply define your financial goals, balancing your need for growth with your level of risk tolerance. 

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An open door

Your Private Client Advisor is here to answer your questions, address any concerns, and keep you informed.

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Periodic reviews

Periodic reviews help us monitor your progress, keep you on track, and add accountability to the process.

UBT’s Financial Planning Process
How we bring it all together

Define Your Goals

What can we help you accomplish?

  • Education
  • Retirement
  • Future plans

     
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  • 2Evaluate Your Assets
  • 3Perform Gap Analysis
  • 4Deliver Options
  • 5Implement Strategies
Related resources
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Guide

The Busy Years Checklist

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Blog 3/5/25

Market Recap: February 2025

Glasses laying on a sheet of paper that says "RMD"
Blog 2/12/25

The best time to take your RMD

Have Questions?

Get help from an expert
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TJ Hansen
Investment Officer - Wealth Advisor
Email TJ Call TJ

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.