Retirement Planning - I’m Almost There

You’ve always thought of retirement as saving for the future, but now it’s less than 10 years away. Your strategy was for the future, and now you need to start shifting to the present. What does that mean for you? What needs to change? Give us a call. We’ll go over your options.

When you’re almost to retirement, we’ll help you consider:

• Would you like to ramp up saving?
• Could you retire earlier than expected?
• Are there any unexpected expenses in these last years, like college expenses?
• Are you going to sell any assets, like your current home, before or after retirement?
• Would you like a lower risk investment strategy?
• How safe or risky are your 401k investment selections, and do you need to do anything with them in preparation of retirement?

• 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.