Your financial life encompasses much more than the current markets. It’s about what’s most important to you, how you want to live right now and what your goals are for the future. Our advice has helped many clients achieve their goals and we’d like to do the same for you. [emember_protected custom_msg=”Click here and register now to read the rest of the article!”]
Our team works closely with the Florida citrus community and truly understands the unique needs of the Florida farm and agricultural business. We know our clients’ circumstances and can help to tailor a customized plan to meet their needs for today and tomorrow.
So whether you’re looking to save more intelligently, help to finance your business for the next generation, help to sustain your business or access your money more, a comprehensive financial plan can give you more confidence in your ability to meet your goals over time.
This column is sponsored by The Thornhill Wealth Management Group. Contact us today to learn more about our team and how we can partner with you. G. Conley Thornhill, CFP®, CIMA®, the Senior Vice President-Wealth Management, or Eric E. Johnson, CFP®, CIMA®, Account Vice President, can be reached at (863) 298-3600 or toll free at (888) 411-5049. Email Conley at firstname.lastname@example.org or Eric at email@example.com.
UBS Financial Services Inc.
295 1st Street South, Winter Haven, FL 33880
As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at ubs.com/workingwithus. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S. CIMA® is a registered certification mark of the Investment Management Consultants Association, Inc. in the United States of America and worldwide.
column by CONLEY THORNHILL
BIO: Conley works with high net worth individuals as well as institutional clients by delivering highly customized wealth management solutions. In addition, in 2010 and 2011 he was selected as one of the Barron’s Top 1,000 Advisor’s. Conley Thornhill is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Investment Management Analyst® designation. [/emember_protected]