Retirement Planning Over 50

When you’re in your 50′s, retirement planning is more important than ever, especially considering many of us can expect to live well into our 90′s.

At FB Financial Services, our LPL1 Financial Representatives can help you create a financial P.L.A.N. and uncover ways to catch-up by:

  • Creating a Financial P.L.A.N.

    - Pay yourself first
    - Live within your means
    - Assure your families stability
    - Never stop learning
     

  • Helping you uncover the maximum contribution your allowed from your workplace retirement plan and Individual Retirement Accounts
  • Uncovering ways to take advantage annual catch-up contribution provisions
  • Discussing ways to meet income needs

To learn more about learn more about retirement planning over 50, contact us today to schedule a complimentary, no-obligation appointment. Call (800) 400-7067.

 

1 Securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC Insurance products offered through LPL Financial or its licensed affiliates. Fremont Bank and FB Financial Services, a Division of Fremont Bank are not registered broker/dealers and are not affiliated with LPL Financial.

Investment and Insurance Products offered through LPL Financial are:

NOT A BANK DEPOSIT NOT GUARANTEED BY THE BANK MAY LOSE VALUE
NOT FDIC-INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY