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Retirement Services
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Choosing the Right Investment Mix
A variety of investment options are available to fund your retirement.

There are bank products that are insured by the FDIC up to $250,000:

     • Certificates of Deposit
     • Money Market Accounts
     • Savings Accounts
   

And, there are non-FDIC insured products that are available such as:

     • Stocks
     • Bonds
     • Mutual Funds
     •

Annuities

Our organization possesses the skills and experience to advise you about investing.  We invite you to meet with us so we can customize a plan to help you aspire, plan and achieve.

 

Investment products:

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

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People are statistically living longer and retiring earlier.  What that means:

 
     • Your retirement needs to last longer – maybe 20 to 30 years  
     • Experts estimate that you’ll need 75% to 85% of your pre-retirement income to maintain your current lifestyle while in retirement*  
     • It is estimated that social security will provide less than half of what you’ll need for retirement.*  
  *Information obtained from the Vanguard Group.  


 
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