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Wealth Management Services

Retirement Income Planning

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These days, planning for retirement has many options to consider, so It's never too soon to start. Speak with one of our Investment Advisors, available through SPF*, to see what works best for you when you stop working.  
  • Retirement income challenges 
    • Overcoming Inflation 
    • Negative market conditions 
    • Rising health care costs 
  • Ways to stretch your retirement income throughout your lifetime
  • Designing a retirement recovery plan 
  • Uncovering new sources of income 

Speak to an Investment Advisor, available through SPF*, today! 

*Investment product and services are offered through Sorrento Pacific Financial, LLC ("SPF"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through SPF: are not FDIC or otherwise federally insured, are not guaranteed of the bank, and may involve investment risk including possible loss of principal.  Investment Advisors are registered through SPF.  Clearfield Bank & Trust Co. has contracted with SPF to make investment products and services available to bank customers.