The ALDA/UBS Wealth Management Program is exclusively offered to ALDA members and incorporates a comprehensive suite of financial resources at a group discount rate. The key component of the program is an institutional retirement plan platform designed specifically for dental practices (401k, Profit-Sharing, Cash Balance, Defined Benefit, SEP). Members have access to free comprehensive financial planning resources to help guide financial decisions, determine a retirement date/income, and provide a roadmap to accomplish financial goals. Members have direct access to UBS financial research, educational seminars, continuing education, planning/consulting, investment management, risk management, mortgage and securities-backed lending, and global private banking.
The Wile Consulting Group is also offering complimentary financial planning services to ALDA members. UBS provides financial planning through its Financial Goals Analysis (FGA) program. FGA takes inventory of all assets and provides guidance for life goals like retirement, college education funding, travel, weddings, etc. The Wile Consulting Group has a Certified Financial Planner review each report and deliver the information in a one-on-one environment. This includes recommendations and analysis. Once complete, the ALDA member receives a comprehensive report with recommendations and will have the ability to make revisions or additions/subtractions as necessary.
If you have questions about this new member benefit or if you are interested in learning more about the ALDA/UBS Wealth Management Program, please contact the office of the Alabama Dental Association or Harris Gignilliat at UBS (800-234-9928 x3301, firstname.lastname@example.org).