Thornhill Wealth Management Second Opinion Service Exclusively for Lake Ashton residents With the volatility of today’s markets and uncertainty of tomorrow’s economy, you may be wondering if you’re still on track to meet your financial goals. Whether you’re working with an advisor or personally managing your finances, it never hurts to get a second opinion. Our Second Opinion Service can help you, or someone you care about, feel more confident in the future. Conley Thornhill, CFP® What to expect We’ll meet with you for an in-depth conversation to get to know you and your unique situation. We’ll then gather the necessary documents to analyze your financials, including: current investments, risk exposure, tax liability, fees and charges. We’ll then invite you back to share our findings on where you are now, and where you’re headed. From there, one of three things will happen: 1. We confirm you’re on track and advise you to stay the course. 2. We find that you could better your situation and feel we could offer alternative strategies that better address your needs. 3. We find gaps in your current plan, but don’t feel we are the best fit. We’ll be happy to recommend another advisor who can help. Our team Based in Winter Haven for over 40 years, Thornhill Wealth Management is lead by Conley Thornhill, who has been recognized as a Forbes Best-In-State Wealth Advisor in Florida from 2020 – 2022. Our team draws upon a century of combined experience to help people care for their family, manage their wealth and create a lasting legacy. Spanning three generations, we are passionate about addressing the financial needs of our clients, their children and their grandchildren. Please visit our website to learn more. Or call us at 863-298-3600 to start the conversation. advisors.ubs.com/thornhillgroup In providing financial planning services, we may act as a broker-dealer or investment adviser, depending on whether we charge a fee for the service. The nature and scope of the services are detailed in the documents and reports provided to clients as part of the service. Financial planning does not alter or modify in any way a client’s existing account(s) or the terms and conditions of any account agreements they may have with UBS. Borrowing using securities as collateral entails risk and may not be appropriate for your needs. Please review the Loan Disclosure Statement that will be included in your application package for more information. Depending on your needs we can help you implement your retirement strategies through both our brokerage and advisory capabilities. We are providing the descriptions in this document to help you understand services or products we may make available to you, or factors that you should generally consider when deciding whether to engage in any transaction, service or product. Please note that it is important that you evaluate this material and exercise independent judgment when making investment decisions. This information, including any description of specific investment services or products, is marketing material and is solely for the purposes of discussion and for your independent consideration. It should not be viewed as a suggestion or recommendation that you take a particular course of action or as the advice of an impartial fiduciary. If you would like more details about any of the information provided, or you would like personalized recommendations or advice, please contact your Financial Advisor. We are here to help. Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement. Insurance products are made available by UBS Financial Services Insurance Agency Inc. or other insurance licensed subsidiaries of UBS Financial Services Inc. through third-party unaffiliated insurance companies. In providing wealth management services to clients, we offer both investment advisory and brokerage services, which are separate and distinct and differ in material ways. For information, including the different laws and contracts that govern, visit ubs.com/relationshipsummary. 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 you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and Certified Financial PlannerTM in the US. CIMA® is a registered certification mark of the Investments & Wealth InstituteTM and worldwide. © UBS 2022. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. CJ-UBS-1291789742 Exp.: 10/31/2023 29 , CIMA® Senior Vice President– Wealth Management conley.thornhill@ubs.com Nikki Rathbun Financial Advisor nikki.rathbun@ubs.com Doug Rathbun Financial Advisor doug.rathbun@ubs.com Thornhill Wealth Management UBS Financial Services Inc. 295 First Street South Winter Haven, FL 33880 863-298-3600 in the United States of America
30 Publizr Home