Alternate Investments

It's no secret that many are turning to market-based options to maximize returns over the long haul. If your investing strategy is focused on a far horizon, you may want to consider alternatives to bank deposit investments.

Our Investor Profile Quiz can help you decide if you would be comfortable with the risks involved in market-based investing, as well as what kind of investment strategy would be most likely to help you reach your goals.

Sometimes a deeper analysis is necessary, and fortunately, Union Bank customers have access to Free Financial Planning without cost or obligation from Moore Financial Management, a full service financial planning organization.*

Moore Financial Management offers services that include:

  • Your personal financial planning needs for now and for your future.
  • Your small business financial planning needs, such as a Simplified Employee Pension (SEP), a retirement plan for small business owners.
  • Establishing a 401(k) program to reward your employees and yourself.
  • Maximizing your business succession planning and reducing tax obligations.

Union Bank has selected Moore Financial Management because of their attention to the specific needs of each client. They are focused on you, not on a commission. A qualified financial planner will walk you through a thorough process to discover your needs and goals, as well as your individual risk tolerance, and then will make a recommendation on how to best satisfy your requirements. Visit their website, Moore Financial Management, or give them a call at (913) 681-1270, to make an appointment.

*Union Bank does not recommend a particular non-deposit investment, nor guarantee that any non-deposit investment will achieve its objective. Non-deposit investments are not deposits or obligations of Union Bank and are not insured or guaranteed by the FDIC. Any non-deposit investment involves risks, including the possible loss of the principal invested. Ask for an investment prospectus and read it carefully before investing in any non-deposit investment.