The New Year is all about making healthy resolutions. Shouldn't that include the health of your finances and long-term retirement goals? At UnionBanc Investment Services (UBIS), the brokerage and investment advisory subsidiary of MUFG Union Bank, N.A., our Financial Advisors can help you develop a plan to bring those goals closer. All you need to do is reach out. We’ll make keeping this resolution a lot easier.
It all starts with a conversation. A UBIS Financial Advisor will work closely with you to understand where you are today and where you want to be in the future. Then they'll create a customized LIFE MapSM Wealth Plan2 to help you get there. This proprietary planning tool—previously reserved for clients of The Private Bank— is now available to you for a limited time through UBIS Financial Advisors.
Have a UBIS Financial Advisor get in touch
MUFG Union Bank, N.A., is a full-service bank with over 300 locations across California, Oregon, and Washington — providing exceptional corporate, commercial, and retail banking and wealth management solutions for our clients.
Take this fun Investment Personality Quiz to discover your investing style.
You’re an adept investor who likes to call the shots.
You’re comfortable with the ups and downs of the market, and often drawn to higher-risk, higher-reward opportunities.
You don’t back away from a challenge and understand that rewards require calculated risks.
You prefer to empower your advisor to make decisions for you, so you can focus on your life.
You’ve learned from your experience that slow and steady wins the race.
You’re very involved in your investments, but avoid risky ventures.
You’re savvy and determined, but you appreciate a certain level of guidance.
You tend to shy away from risky investments and want your advisor to take the lead.
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You’re an adept investor who likes to call the shots. You’re comfortable with the ups and downs of the market, and often drawn to higher-risk, higher-reward opportunities.
You don’t back away from a challenge and understand that rewards require calculated risks. You prefer to empower your advisor to make decisions for you, so you can focus on your life.
You’ve learned from your experience that slow and steady wins therace. You’re very involved in your investments, but avoid risky ventures.
You’re savvy and determined, but you appreciate a certain level of guidance. You tend to shy away from risky investments and want your advisor to take the lead.
