Trying to accomplish your citrus business planning goals without a financial plan is like trying to navigate without a map: you may arrive late or even miss your destination. By providing an integrated view of your family and family business’ personal and financial goals, a plan can help you see where your business stands today, and provide ideas on how to pursue the future you and your family envision.
By working with an experienced and dedicated financial advisor team, you and your family will be able to focus on the agricultural side of your business, while this new “partner” can manage the financial side that can benefit you and your family for years to come. The financial advisor team truly understands the financial end of your business and works with you to implement numerous strategies with you, including analyzing your net worth and expenses, establishing and uncovering new funds and keeping your important documents updated to help protect your assets.
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.
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, UBS Financial Services, Inc. is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer, offering both investment advisory and brokerage services. Advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. It is important that you carefully read the agreements and disclosures UBS provides to you about the products or services offered. For more information, please 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. does not provide legal or tax advice. Any discussion of tax matters contained herein is not intended to be used, and cannot be used or relied upon, by any taxpayer for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter(s). Clients should consult with their legal and tax advisors regarding their personal circumstances. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.