Hardy Eubanks, Fee only Financial Planner, Fee only Financial Advisor, Financial Planning in the Pensacola, Milton, Pace, Gulf Breeze, Navarre and Northwest Florida area.

Financial Planning Pensacola, FL

 

 


What Services does UBX Provide?

The term “financial planning” is used rather pervasively today.  Unfortunately the “masses” many times fail to comprehend the broad usage of the term.  And no wonder they are confused.  Many similar terms are used interchangeably and contribute to such confusion. 

Terms like, investment planning, wealth management planning, retirement planning and others, tend to cloud the comprehensive meaning of financial planning.

Fee only Financial PlanningUBX provides segmented planning (i.e., college planning, retirement planning, estate planning, etc.) and holistic (also referred to as comprehensive, or, integrated) financial planning. 

While it is our strong opinion that all individuals/families need comprehensive planning, there are times when only a segment of the planning can be accomplished.  After all, in order to be successful, the individual must make a commitment to any of the planning processes entered into. 

Businesses also employ the services of UBX at the entity level to consult on a myriad of planning opportunities such as, company retirement plans – both qualified and non-qualified, buy-sell agreements, succession planning and other planning services.

How is UBX Compensated for its Services?

Since UBX was founded by Hardy N. Eubanks, III, CPA/PFS,CFP® with deep roots in providing professional services for a fee, UBX is a FEE ONLY provider. 

UBX is a consultative service entity and therefore, does not involve itself with the sale of any products.  Therefore, our services are rendered  on an hourly rate or fixed fee basis only. 

We do not accept any commissions, referral fees, or AUM (Asset Under Management) fees. 

UBX is a registered investment advisor, and acts as a Fiduciary on behalf of all of our clients.

Contact us to schedule a no-cost, no-obligation initial consultation. We’ll talk about your financial concerns and objectives and the solutions we provide. If we decide we would like to work together, we can talk further about helping you take the worry out of your financial future and helping you achieve the financial independence you desire.


Call us to explore how we can help you at 850-324-9520.
 

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