Retirement Consolidation

Consolidating your assets with one financial provider can help create a single, integrated allocation strategy. It’s an easier and simpler way to manage your funds and keep them in line with your investment goals, risk tolerance and timeline.  

Benefits of Consolidation

  • Simplified investment management with retirement and income planning
  • You may reduce your investment transaction fees
  • Decrease the chances of missing a required minimum distribution and receiving a costly penalty
  • Less time and less paperwork
  • Easier to manage or change beneficiaries
  • Understand the big picture of your investments by seeing them all at a glance
  • Potentially gain greater investment flexibility

 

Make sure your retirement plan is on track – meet with one of our Financial Advisors. They are available to meet with you at any People’s United Bank location.  Call today at 800-392-3009 to schedule an appointment or click here to find a Financial Advisor near you.

Related Information


Disclaimer



Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A.

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