Achieving Financial Independence

Gary Brown, Senior Vice President and Senior Financial Advisor, Univest Bank and Trust Co.

Financial independence sounds like a terrific goal, but how can you achieve it? I guess you could win the lottery, but that may border on wishful thinking. You could develop a proactive game plan. While this can be a good idea, it sounds like something easily put off until tomorrow or the next day.

If you are like many people trying to balance all of life’s activities, there often doesn’t seem to be enough time in the day. To truly get your hands around your finances and complete some planning, it may be most effective to work with a trusted financial advisor.

A financial advisor can be your catalyst to move off square one and help you clarify your financial goals. How do you start? A financial advisor will first address your overall goals: retirement, health care, college planning, asset protection, charitable giving and estate planning are some of the typical and primary financial goals that need to be addressed.

Once your goals are clearly defined, a financial advisor can provide financial solutions and a comprehensive road map to give you every opportunity to achieve financial independence. Does it stop there? Not by a long shot. Life has a way of creating detours and road blocks that may require a change in course to ultimately reach your destination. An effective and prudent financial advisor will be there along your journey to assist every step of the way.

It’s never too late or never too early to initiate the planning process. Univest Financial Advisors are trusted, personable and professional partners armed with the highest level of technological capabilities through our new financial planning platform: UWealth. Let’s start developing a plan to achieve your goal of financial independence. Call 215-723-5571 to get started today.

Investment products offered by Univest Bank and Trust Co.’s Wealth Management and Trust Division and Univest Investments, Inc., member FINRA and SIPC, a licensed broker dealer and investment advisory subsidiary of Univest Corporation of Pennsylvania, are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including the possible loss of principal amount invested.


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