James West, CFP, ChFC - UBS Financial Services Inc.
175 Century Square Dr Ste 300 Suite 300, College Station 77840
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About
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on t...About
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.Next steps to sign up for the Eldercare Financial Planner
- Contact the financial planner to schedule an initial consultation or assessment and discuss your needs and expectations. You can do this through the "connect" function on this web page.
- Verify the planner's experience and credentials in eldercare financial planning.
- Assess their fee structure and financing options.
- Request client references to gauge satisfaction.
- Collaborate on a financial planning strategy tailored to your needs.
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