Olson Research Group

Next Stage Roadmaps, LLC is a Mountain View-based company dedicated to assisting adults in successfully transitioning into retirement and their next stage of life. With a focus on providing planning tools and guidance, they help individuals and couples navigate the challenges of finding new purpose, utilizing free time, setting goals, and reinventing themselves if desired. Offering retirement coaching and an integrated 5-week retirement course, Next Stage Roadmaps aims to make this stage of life a positive and adventurous period, encouraging adults to explore new activities and pursue long-held aspirations. Their mission is to support individuals in embracing the opportunities and potential that retirement and the next stage of life can bring.Generated from the website

UBS Financial Services Inc. is a leading global wealth manager with over 160 years of experience, dedicated to providing customized financial strategies tailored to the unique needs of each client. The firm emphasizes the importance of building long-term relationships through a commitment to quality client service, helping clients navigate their financial lives and achieve their goals. Utilizing the UBS Wealth Way approach, the firm organizes financial planning into three key dimensions: Liquidity for short-term expenses, Longevity for long-term needs, and Legacy for future generations. This comprehensive strategy aims to assist clients in exploring and pursuing their wealth management objectives while acknowledging the inherent risks associated with investments. Generated from the website