UBM Life Stages Planning
Strengthen the Financial Stages of Your Life
If there’s one thing we can be sure of in life, it’s change—and change that will undoubtedly affect your financial status. Over time, our lives evolve into different stages with varying levels of monetary demand and often with unexpected twists and turns that can derail the best of financial intentions. Alternatively, events may occur that enhance our financial position, and these need to be handled with knowledge and care, making the most of our long-term worth.
Ultima Bank Minnesota understands the special financial considerations that need to be addressed throughout the different stages of our lives. Wherever you are on life’s journey—preparing for college, starting a career, raising a family or planning for retirement—we have the experience, personnel and products to guide you towards the attainment of your financial dreams and goals.
To take advantage of our specific products and programs, click below on the stage that’s right for you, and see how we can help you strengthen your financial position.
|Student: Teen & College Age – Learn to manage money and prepare for the cost of higher education|
|Getting Started – Financial advice for young adults entering the work force|
|Families on the Go – Managing the financial responsibilities of family life|
|Career-Focused Adult – Financial guidance for maturing adults without children|
|Pre-Retiree – Transform your financial habits to prepare for the future|
|Retiree – Protect your wealth and start paying yourself|
For help determining the best practices and products for sound and productive money management during your particular lifestage, please contact us at 800-421-2588 or email@example.com.