2014 Estate Planning and Tax Seminar
Date:
Thursday,
27 March 2014
Time:
17:30 – 19:30
Location:
Restaurant de Penthes – 18 Chemin de l'Impératrice 1292 Chambésy
2014 Estate Planning and Tax Seminar
Date:
Thursday,
27 March 2014
Time:
17:30 – 19:30
Location:
Restaurant de Penthes – 18 Chemin de l'Impératrice 1292 Chambésy


Offering you a personal relationship built on trust and mutual understanding, financial advisors at UNFCU Financial Advisors, Geneva are committed to helping you achieve your most important goals. Drawing upon an extensive range of financial strategies, backed by multi-national capabilities, your financial advisor can help you create a comprehensive wealth plan.

Financial Planning
Financial planning is the foundation of each service we provide and each decision we make. We approach planning as a long-term commitment as we design strategies that can effectively preserve and enhance your wealth.

Wealth Planning Services
  • Estate Planning
  • Investment Planning
  • Life Insurance Planning
  • Advisory Services
  • Portfolio Management

  • Wealth Preservation
    Your financial advisor, in conjunction with independent attorneys and accountants, can successfully create and implement an estate and tax plan, maximizing the value of your estate while minimizing your tax burden and professional and court fees. Additionally, our team can minimize the cost of probate, creditors, attorneys and estate taxes, and seamlessly execute the transfer of your estate with minimal tax implications.

    Wealth Transfer
    One of your top concerns may be how to transfer what they have accumulated and preserved throughout your lifetime to family, loved ones and charities. Your financial advisor can help you plan for a well-defined wealth transfer strategy while considering your personal tax situation. Our goal is to preserve your financial position while we consider all the issues that are important to you, so that your assets are passed to your loved ones in accordance to your wishes.

    Professional Money Management
    We can formulate a diversified*, tax-intelligent portfolio that successfully embraces your personal vision, from charitable giving to the enhancement of capital, minimizing volatility and generating attractive after-tax returns.

    Retirement Planning
    We can help you identify the best method of securing your financial future, taking into consideration your current financial situation, risk tolerance and goals. In addition, we can develop a long-term strategy to balance your goals, such as potential income distribution and retirement. *Diversification does not assure a profit or guarantee against loss in declining markets.

    This document was produced by and the opinions expressed are those of UNFCU Financial Services LLC, Geneva Branch as of the date of this writing and are subject to change. The data contained within is provided for information purposes only and its accuracy is not guaranteed. It does not constitute an offer or an invitation by or on behalf of UNFCU Financial Services LLC, Geneva Branch to any person to buy or sell any security. Past performance is not an indication of future results.

    UNFCU Financial Services LLC, Geneva Branch does not make any representation as to the accuracy or completeness of the information and analysis contained in this publication and does not accept liability for any loss arising from the use hereof. For more information, your financial advisor is available to discuss items contained within with you.

    This document may not be reproduced either in whole or in part, without the written permission of UNFCU Financial Services LLC, Geneva Branch.