Retirement Planning
Does your dream retirement include moving back in with your kids?
Retirement generally marks the end of earned income and is when the planning rubber hits the road. The good news is that reaching your goals doesn’t have to be complicated: it all starts with a plan. Let us help you turn your current goals into your future reality.
People’s United Advisors
We are investors. We are locally based throughout the Northeast and our clients are at the center of all that we do. People’s United Advisors offers wealth and investment solutions, customized to each client. We understand the investment and wealth space. We draw upon our tenured team’s expertise and the extensive resources of People’s United Bank to help clients navigate through their unique wealth challenges. As a fiduciary, we pride ourselves on acting in the best interest of our clients and providing each client with the uncommon expertise of People’s United Advisors.
Asset location makes a difference.
Retirement planning is more than socking away funds for the future. Several critical factors can determine the difference between a powerful investment program and failing to meet your goals.
Asset location refers to the type of account in which you’re invested.
- A tax-advantaged account might be ideal for an equity portfolio where growth can take place unencumbered by capital gains tax.
- A taxable brokerage-style account might be a better location for fixed income instruments.
Some clients ask us to look at the alignment of multiple IRAs and rolled over 401(k) plans.
- We might ask, “Is the titling of the accounts in line with trust and estate documents?"
- "Is the investment strategy in step with the client’s actual life style and requirements?”
Work with a Financial Advisor
At People’s United Advisors, we approach retirement from the position of a planner. Your retirement plan should be a component of a larger financial plan. We address specific account types, account location and the realities of your unique, individual situation.
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We're here to help!
People’s United Advisors brings uncommon expertise in the form of pragmatic, thoughtful wealth management solutions to individuals, families and organizations.
Our experienced professionals work as a team, bringing specialized knowledge and solutions to the conversation.
Call us at (800) 392-3009 to schedule an appointment with a Financial Advisor.
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Disclosure
Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.
Investment Products are:
• 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
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