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Retirement Preparation

You have worked hard all of your life so let us work hard for you. 

  • Do you know what age you should start your Social Security benefits and why? 
  • Do you know how to evaluate any pension benefits that you have to maximize your income but still protect your family? 
  • Have you considered the impact of health care costs? 
  • What investment allocation should you maintain and what will be the impact of inflation? 
  • Have you considered the impact to your income if you live longer than expected? 

We answer all these questions as part of our Retirement Preparation Program. As you get closer and closer to retirement, it is important to continue to measure progress toward your goals and our ongoing process does just that. Reevaluation and monitoring can also smooth out the transition from working to retirement. The goal is financial security in retirement. Let us help you along the way.

 

Contact

Parkersburg Office
225 College Parkway
Suite 101
Parkersburg, WV 26104

Phone: (304) 422-3531
Fax: (304) 428-6222
Toll Free: (800) 422-4644

Wheeling Office
21 Warden Run Road
Suite 101
Wheeling, WV 26003

Phone: (304) 230-2384
Fax: (304) 230-2385
Toll Free: (866) 266-5955

Email Our Team

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Arbor Point Advisors, LLC. Commonwealth Financial Services, Securities America Inc., and Arbor Point Advisors LLC are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.