People are statistically living longer and retiring earlier. What that means:
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Your retirement needs to last longer – maybe 20 to 30 years
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Experts estimate that you’ll need 75% to 85% of your pre-retirement income to maintain your current lifestyle while in retirement*
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It is estimated that social security will provide less than half of what you’ll need for retirement.*
*Information obtained from the Vanguard Group.
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 $100,000:
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Certificates of Deposit
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Money Market Accounts
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Savings Accounts
And, there are non-FDIC insured products that are available through UVEST such as:
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Stocks
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Bonds
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Mutual Funds
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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.
Securities offered by and Financial Consultants registered with UVEST Financial Services, member NASD, SIPC. Securities and Investment products:
