Financial planner The Cronan Hudson Group – UBS Financial Services Inc. One Union Square Krystal Building, Chattanooga, TN 37402

Services Offered

• Investment Planning
• Retirement Strategies
• Wealth Management
• Tax Planning
• Estate Planning

What to Expect at Your Consultation

During your first meeting, you will discuss your financial goals, current situation, and any concerns you may have. The Cronan Hudson Group will work with you to create a personalized financial plan that aligns with your objectives.

Engagement Process

Engagement typically begins with an initial consultation where your financial advisor will gather information about your financial situation and goals. Subsequent meetings will help refine your plan and implement strategies tailored to your needs.

Helpful Resources

For more information about financial services and strategies, you can explore the educational resources on their [official website](https://advisors.ubs.com/cronanhudson/).

Location

The Cronan Hudson Group is located at One Union Square Krystal Building, Chattanooga, TN 37402. Check the map for directions to their office.

Frequently Asked Questions

• What services do financial planners offer? Financial planners offer a range of services including investment advice, retirement planning, tax strategies, and estate planning.
• How do I prepare for my first meeting? Bring information about your income, expenses, debts, and any financial goals you have.
• How are fees structured for financial planning services? Fees can vary; they may charge a flat fee, hourly rate, or a percentage of assets under management.
• Can I meet with a financial planner virtually? Yes, many financial planners offer virtual meetings for client convenience.
• What is the difference between a financial planner and a financial advisor? A financial planner typically focuses on creating a financial plan, while a financial advisor may manage investments and provide ongoing financial advice.
• How often should I meet with my financial planner? It’s advisable to meet at least annually, but more frequent meetings may be beneficial based on your financial situation.
• Are my discussions with a financial planner confidential? Yes, discussions with your financial planner are confidential and protected by privacy regulations.
• What qualifications should I look for in a financial planner? Look for certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) to ensure expertise.