SIMPLIFICATION. IT’S SOMETHING THAT MANY OF US strive for in our lives, families, and businesses, and strangely enough, it often requires several components working together seamlessly to achieve. That’s true in the world of business banking, and specifically for this audience, for your practice and personal finances. Let’s take a look. Objective 1: Optimize business operations and cash flow. This is where a suite of services and functions come in, often referred to as Treasury Management solutions. These services help you manage your bank accounts, gain efficiencies, improve cash flow, move money, pay bills and employees, sharpen day-to-day operations, and even fight fraud. What’s the right mix for you? That depends on many factors and is best evaluated with the help of a Treasury Management expert. Objective 2: Simplify your banking and save time. If you’re thinking, “If only I could work with one person that I trust for all my banking needs,” Private Banking might be a great option for you. Private Banking brings all the pieces of your financial life together, with a single point of contact to the personal and business banking (Member FDIC), lending, and financial planning needs you may have. Objective 3: Care for your employees with a solid retirement plan.* Helping your employees reach the retirement they envision for themselves is a big part of your overall benefits package—and can help you retain top talent. Fun fact: UBT is the only bundled retirement plan provider in Nebraska that does not outsource any services to a third party. This means you get a complete retirement plan and responsive service from people you know and trust. Objective 4: Grow and help protect your personal wealth. Simply put, it’s important to know where you currently are in your financial journey, and where you’d like to be. A good financial partner will help you figure that out, define goals, and establish the steps you need to take to reach or exceed them. A great financial partner will take the time to listen and consider your entire financial picture, then balance your growth goals with your risk tolerance. The financial planners at UBT handle all this and more. Sure, there are many pieces and considerations to simplifying your financial life, but take heart knowing that a team of friendly professionals is here to help you through it all and craft the right mix of products and services to help you make the most of your money. It feels good knowing your money has people. Contact us if you need anything: • Treasury Management Services – Jan Sheridan, (402) 323-1519, jan.sheridan@ubt.com • Private Banking – Katie Key, (402) 323-1937, katie.key@ubt.com • Retirement Plan Services – Stacy Gutschenritter, (402) 323-1768, stacy.gutschenritter@ubt.com • Financial Planning & Wealth Management – Samantha Eckhardt, (402) 323-1178, samantha.eckhardt@ubt.com *Investment Products: Not FDIC Insured • No Bank Guarantee • May Lose Value PAID ADVERTISEMENT FOUR WAYS TO SIMPLIFY Your Financial Life BY UNION BANK & TRUST 20 Nebraska CPA
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