Mark Abramson

Background

About Mark Abramson

I believe that comprehensive reviews help to leverage UBS’s Financial planning tool to assess whether you are on track toward achieving your goals. Providing cash flow analysis helps to determine whether there is room to save more, or if more cash is needed to live on. Together, we will update your financial plan, adjusting it as needed and identifying gaps or shortfalls that may exist. In addition, we will review other materials to facilitate your financial health—including discussions regarding long-term planning, such as wills, trusts, and insurance coverage. Communication is key to keeping your financial plan up-to-date. In addition to eight phone calls annually, I provide four reviews a year, with two in person where possible. Multigenerational planning takes into account your life issues and those of your children and parents. These areas include preparing for retirement, planning for aging parents, educational funding for children and grandchildren, tax-related issues such as gifting, wealth transfer to the next generation and insurance as well as long-term care strategies. My goal is to be accessible to answer your questions and listen to your suggestions. My assistant and I strive to return phone calls and e-mails within 24-hours and resolve your issues quickly and accurately. We want to make your financial life are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**