Building Your Wealth at UPS

Are you affected by the UPS Voluntary Separation Allowance Plan? Now is the time to get your finances in order. 

If you’re considering the new UPS buyout offer, you’re facing a big decision and will want to act quickly. Our advisors can help you answer important questions and make wise decisions about your finances. Read our white paper here, and know we are available for a no-obligation, 30-minute consultation.




severance paper

Are You Applying for the Voluntary Separation Allowance Plan at UPS?

Click to read and download our white paper. 



Understanding the “ins and outs” of UPS's compensation and benefits plans is absolutely critical to making wise decisions, maximizing the options presented to you, and putting the pieces of the puzzle together into one coordinated strategy. It will help put you on a better path to achieving your financial and life goals.

Do you know the answers to these important questions?

  • What can I do now with my UPS compensation and benefits plans to ensure I will have enough to live comfortably in retirement?
  • How much of my overall net worth should I have in UPS common stock? Is this different while I’m working vs. retired?
  • How do I properly diversify and invest my assets to protect my lifestyle during retirement?

Building Your Wealth at UPS

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Our white paper, Building Your Wealth at UPS is available to view and download here. 


Contact us to schedule a no-obligation 30-minute phone or video consultation with one of our advisors. 


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