Retirement Planning

Regardless of where in the retirement planning process you are, or what your ultimate goals are, we can help you design a plan to achieve them. It’s never too early or late to optimize your retirement journey.

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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.

Prepare

A financial advisor provides access to comprehensive, tailored wealth solutions.

Plan

Your retirement plan should be a component of a larger financial plan.

Save

Technology meets investing with a tailored investment portfolio.

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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.

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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?”
A screenshot of the WealthBuilder platform illustrating a question to establish your investment strategy

Build for your future with WealthBuilder from People’s United Advisors

An online investment and portfolio management solution designed to deliver simple and scientific investment solutions.

  • It's SimpleYou answer five simple questions about what you’re investing for, your risk tolerance and your time horizon and we’ll recommend smart investment options tailored to your unique goals.
  • It's ScientificOur solutions are built from a rules-based, systematic approach to investing. This allows for us to automatically rebalance your portfolio, when appropriate. Also, we reinvest dividends which can help maximize your earning potential.


Annual fee 0.50%. Investment minimum $5,000.

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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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WealthyMinds shares insights for your financial well being with a feature in this issue on financial planning

What if you outlive your retirement funds?

Read People’s United Advisors white paper, “Financial Planning: Is It Easier or Harder than You Think? Hint: It’s Both”, which discusses why your spending requirements are probably higher than you think and why it’s more important than ever for you to plan for an adequate stream of income in the years ahead.

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We're here to help!

People’s United Advisors, Inc. helps institutions, employers, and individuals and their families navigate investment, trust, retirement, banking, and planning challenges.

Our experienced professionals work as a team, bringing specialized knowledge and solutions to the conversation.

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Call us at (800) 392-3009 to schedule an appointment with a Financial Advisor.

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Visit a local branch near you

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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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