Financial planner Anne Wallace, CIMA – UBS Financial Services Inc. 3102 West End Ave Suite 500, Nashville, TN 37203

Anne Wallace, CIMA, is a dedicated financial planner at UBS Financial Services Inc., located in Nashville, TN. With a commitment to helping clients achieve their financial goals, Anne specializes in comprehensive financial planning and investment strategies. Whether you are looking to prepare for retirement, manage your investments, or plan for your future, Anne and her team are here to assist you. To learn more about her services or to schedule a consultation, call (615) 750-8191 or visit her [official site](https://advisors.ubs.com/mimi.wallace/).

Services Offered

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Tax-Efficient Strategies
  • Estate Planning

How Engagements Work

Engagements typically begin with an initial consultation to discuss your financial situation, goals, and any specific concerns you may have. Anne will gather relevant information and develop a tailored plan to help you achieve your objectives.

What Documents to Bring

When you visit for your consultation, it's helpful to bring the following documents:

  • Recent tax returns
  • Investment statements
  • Retirement account statements
  • Income documentation
  • Any existing financial plans or insurance policies

Frequently Asked Questions

What is a CIMA designation?
A CIMA designation stands for Certified Investment Management Analyst, indicating advanced knowledge in investment management.

How is the fee structure determined?
Fees can vary based on services provided; typically, they are based on a percentage of assets under management or a flat fee for planning services.

Can you help with retirement planning?
Yes, retirement planning is a key service, including strategies for saving and income distribution in retirement.

What types of investments do you recommend?
Investment recommendations are based on your individual goals and risk tolerance, with a focus on creating a diversified portfolio.

How often should I meet with my financial planner?
Regular meetings are recommended at least once a year, or more frequently if significant life changes occur or market conditions warrant it.

Do you provide tax planning services?
Yes, tax-efficient strategies are part of the financial planning process to help minimize your tax burden.

What if I have an existing financial plan?
We can review your existing plan, assess its performance, and make recommendations for adjustments based on current goals.

Are your services suitable for small business owners?
Absolutely! We offer tailored financial planning solutions for individuals and small business owners alike.

Informational only — not legal, financial, or insurance advice.

 

Financial planner Anne Wallace, CIMA – UBS Financial Services Inc.
3102 West End Ave Suite 500, Nashville, TN 37203
(615) 750-8191
https://advisors.ubs.com/mimi.wallace/

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