AS YOU REFLECT on 2014 and begin planning for 2015, it’s a good time to re-evaluate your business and personal financial plans. 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. 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.
Contact us today to learn more about our team and how we can work with you.
This column is sponsored by The Thornhill Wealth Management Group.
column by G. CONLEY THORNHILL
G. Conley Thornhill, CFP®, CIMA®
Senior Vice President – Wealth Management
Eric E. Johnson, CFP®, CIMA®
Vice President – Wealth Management
BIO: Conley Thornhill 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 Advisors. Conley Thornhill is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Investment Management Analyst® designation. 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. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.