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