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Retirement Planning

Be ready to make the most of retirement

Planning for retirement can raise a lot of questions: Should you pay off your mortgage? What medical coverage do you need in addition to Medicare? Should you pay cash, lease, or finance a new car? When is the optimal time to begin taking social security? We can help you every step of the way, including timing your retirement, budgeting, organizing, saving, and transitioning to retirement living. Through thoughtful discussions about your goals for your future, we can walk you through a variety of “what-if” scenarios and recommend what we believe to be the right combination of tools for retirement based on your eligibility and the lifestyle you hope to maintain. Some of our offerings include:
  • Traditional IRAs
  • Roth IRAs
  • Rollover IRAs
  • Simple IRAs
  • 401(k) Rollovers & Plans
  • 403(b) Accounts
  • Education Savings Accounts

Important Information about Procedures for Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we are required by Federal law to ask for your name, street address, date of birth (for natural persons) and other information as required to identify you. This may include a request for confirming information such as the presentation of your driver’s license and/or other identifying document(s).
Retirement planning services are offered through Girard Advisory Services, LLC and Girard Investment Services, LLC.