Details for Retire your way Start with a plan

Retire your way
Start with a plan

Taking control of your retirement starts with an honest
conversation with an experienced Certified Financial Planner®.
Give me a call to schedule a time to address all of your questions
about retirement, such as:
– Can I afford to retire?
– How do I invest for income vs. growth?
– Are my investments too risky for the current market conditions?
– When should I start my Social Security?
– What should I do with my 401(k)?
– How much will health insurance cost me?

Dan Monahan, CFP®, CPWA®
Financial Advisor

UBS Financial Services Inc.
80 South 8th Street
Suite 2900
Minneapolis, MN 55402-2250
612-303-5971 • 877-303-5990

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 clients understand the ways in which we conduct business, that they carefully
read the agreements and disclosures that we provide to them about the products or services we offer. For more information,
please review the PDF document at Certified Financial Planner Board of Standards, Inc. (CFP Board)
owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with
plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial
and ongoing certification requirements. For designation disclosures visit html.
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