Plan for Retirement with UnionBanc Investment Services

Take a big step toward securing your financial future
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Starting out

You're more likely to enjoy a comfortable retirement when you get started saving early. Even if you only have a small amount to invest each month, we can help you create a plan to save for retirement.

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Growing savings

You’ve been saving for retirement but are wondering if you are still on track. We can look at your whole picture, including insurance and estate planning opportunities, and help guide you toward your goals.

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Preparing for retirement

When retirement is approaching, let’s review your financial position so we can make knowledgeable, strategic decisions to help ensure your long-term care needs are covered.

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During retirement

Now is the time to take advantage of investments most suited for your tax situation. Managing investments wisely in retirement is crucial to ensure that you don’t outpace your savings. And we’re with you all the way.

Meet with a Financial Advisor

The key to meeting your financial goals is having the right partner.
Let us introduce you to your UnionBanc Investment Services Financial Advisor.

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Please refer to our Terms & Disclosures

 

Brokerage and investment advisory services offered by UnionBanc Investment Services LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of MUFG Union Bank, N.A. Insurance services offered by UnionBanc Insurance Services, a division of MUFG Union Bank, N.A., having a California domicile and principal place of business at 1201 Camino Del Mar, Suite 208, Del Mar, CA 92014. California State Insurance License No. 0817733. Non-deposit investment and insurance products: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested • Insurance and annuities are products of the insurance carriers.

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