UBC RETIREMENT INCOME PLANNING LLC
CUTLER BAY, FLORIDA

UBC RETIREMENT INCOME PLANNING LLC, CUTLER BAY

Our philosophy At UBC Retirement Income Planning is to help retirees and people approaching retirement age achieve piece of mind by designing personalized retirement planning strategies for cautious investors.  Oscar Vega is the founder of UBC Retirement Income Planning, an independent retirement firm. With a history of 24 years, Oscar specializes in "Retirement Planning", "Retirement Distribution", "Estate Planning", and "Life Insurance". Oscar's focus is to minimize his clients taxes and increase their wealth. Working with clients of various financial backgrounds, he has attained an acute knowledge and perspective of his clients goals and objectives. We are committed to maintaining the highest standards of professionalism and integrity with our clients to help them reach their retirement goals. More than 15 million Americans currently have a 401(k) plan with an ex-employer. Are you one of them? Keeping your retirement on track when making career changes can be stressful. That's why we've created this video to help walk you through the most common strategies for handling 401(k) rollovers. These strategies can apply to pensions and other retirement savings plans as well. We specialize in helping individuals keep their retirement on track when making career changes or approaching retirement. If you have a 401(k) plan with an old employer and you need guidance, let us know. We want to help provide you with information you need to make the best decision for your retirement! UBC Retirement Income Planning and Change Path, LLC are not affiliated. This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.

KEY FACTS ABOUT UBC RETIREMENT INCOME PLANNING LLC

Company name
UBC RETIREMENT INCOME PLANNING LLC
Status
Inactive
Filed Number
L17000116259
FEI Number
APPLIED FOR
Date of Incorporation
May 25, 2017
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://ubcretirementincomeplanning.com
Phones
(855) 215-8939
(305) 232-0323

UBC RETIREMENT INCOME PLANNING LLC NEAR ME

Principal Address
18968 SW 80 CT,
CUTLER BAY,
FL,
33157,
US

See Also

Officers and Directors

The UBC RETIREMENT INCOME PLANNING LLC managed by the one company from CUTLER BAY on following positions: Manager

UBC WEALTH MANAGEMENT LLC

Position
Manager Active
Address
18968 SW 80 CT, CUTLER BAY, FL, 33157





Registered Agent is Oscar Vega

From
CUTLER BAY, 33157

Events

September 24, 2021
ADMIN DISSOLUTION FOR ANNUAL REPORT

Annual Reports

2020
June 29, 2020
2019
April 8, 2019