Details for 2021 financial checkup Get personal


2021 financial checkup

Get personal attention for your
retirement questions

Taking control of your finances starts with an honest conversation with
experienced industry professionals. That’s why we’re offering exclusive,
personal consultations during the week of January 11 – 15 to address
questions about retirement, such as:
– Can I afford to retire?
– How do I invest in income vs. growth?
– Are my investments too risky for the current market conditions?
– When should I start my Social Security?
– What should I do with my 401(k)?
– How much will health insurance cost me?
– Should I be concerned about long-term care insurance?
– Are my beneficiaries set up correctly?
– Do I need a will or a trust?
– What impact will the election results have on my portfolio?
We can meet with you over the phone, virtually or in person with
COVID-19 precautions in place. We’ll miss the group workshop at
the Bobbing Bobber Brewery, but we have a special gift for you as a
memento. Give us a call today to schedule your financial review.
Hosted by
Dan Monahan, CFP®, CRPC®
Financial Advisor

Twin Cities Wealth Management
UBS Financial Services Inc.

80 South Eighth Street, Suite 2900
Minneapolis, MN 55402
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in
its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer.
Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by
different laws and separate arrangements. It is important that clients understand the ways in which we conduct business,
that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For
more information, please review the PDF document at Certified Financial Planner Board of
Standards Inc. owns the certification marks CFP ® and Certified finanCial PlannertM in the US. For designation disclosures, visit © UBS 2020. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG.
Member FINRA/SIPC. CJ-UBS-153330486 Exp.: 12/31/2021