Retirement Planning - I Made It!

I made it!

Your retirement is here, and you’re ready to stop working. It’s so exciting, but what does it mean for your retirement investments? You’ve heard about tax deferred options? Do you keep mutual funds or go to annuities? Give us a call. We can help you through the options so you can start worrying about the big decisions – like golfing or shopping today.


When you’ve made it to retirement, we’ll help you consider:

  • How much income will you need each year?
  • Do you plan to relocate or sell your home, and what’s the financial affect?
  • Will you have a large expense, like a child’s wedding, in a few years?
  • What are your tax saving options?
  • What do you do with your 401k when it’s time for retirement?

Why choose the Popular Investments Team?

  • Our Financial Consultants are trained investment experts
  • We aren’t pushing our own investment products, which means you get unbiased feedback
  • We listen to you. You’re not a number in a portfolio

Are you ready to get started? We’re ready to meet you. Our Financial Consultants are trained investment experts ready to discuss the options right for you.

Find a Financial Consultant today by searching in our branch locator and clicking on the branch location nearest you.


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