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 SPF1 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 Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC)  and SEC Registered Investment Advisor. Investment Representatives are registered through SPF. Fremont Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.

Products offered through SPF are:

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit