Near-Retirees

Solutions Tailored To Your Needs

New opportunities as well as risks emerge as retirement looms. Trust and estate considerations, income planning, tax exposure, and insurance options change in this phase of life.

Our financial professionals know this and help guide you through the many options available to develop solutions to best meet your wealth management needs.
 

Planning

  • Envision®
  • Investment, retirement, and insurance plans
  • 529 college savings plans

Investing

  • Investment selection and allocation
  • Risk management
  • Account reviews

Insurance

  • Whole, universal, and term life
  • Disability income
  • Long-term care
  • Annuities

Trust and Estate Services

  • Estate settlement
  • Trust administration and tax filing
  • Guardianships and special needs trusts