Getting Ready to Retire / Retired

You're near retirement or maybe already there. So now what do you do? It's the primary concern our financial advisors hear, and we're ready to help you, our neighbor, find the right answer for your future.

Retirement is a fresh opportunity that requires a sound strategy for transitioning smoothly. When it comes to good planning, we're better together.

Retirement Requires Smart Planning

Getting your financial affairs in order and making decisions about your future lifestyle, wishes, desires, and needs is not easy. We're here to help you think through issues such as cash flow, taxes, investments, estate management, distribution, and more, whether you're on the path to retirement or already there:

On the Path

  • Know the types of insurance you'll need
  • Prepare to finalize arrangements with your employer and the Social Security Administration
  • Know if you'll have to modify your future expectations, including when you'll retire
  • Have a plan to retire, no matter your situation

Already Retired

  • Know your income sources for retirement
  • Know if you'll have the resources to support your lifestyle
  • Understand various ways to withdraw money from your retirement plans
  • Be aware of tax consequences when taking distributions

Securities offered through Money Concepts Capital Corp. Member FINRA/SIPC. Premier Wealth is an independent firm not affiliated with Money Concepts Capital Corp. Not FDIC Insured. Not a Deposit. May Lose Value. Not Guaranteed by the bank. Not Insured by Any Federal Government Agency.