We can help you build an investment strategy with the objective of providing an inflation-adjusted income for the rest of your life. Our detailed analysis can offer you a unique report that will help you navigate through retirement by developing a plan that addresses:
And a distribution strategy with these objectives:
Developing a plan for the distribution phase of your life is an important endeavor and one that requires a thorough process.
You’ve worked hard to accumulate your wealth for retirement. Let us help you build a tailored plan designed to optimize the distribution phase of your life. Call or stop by any Northfield Bank branch to schedule a no-obligation retirement consultation today.
INVEST does not provide tax advice. Please consult your tax advisor for guidance on your particular situation.
About INVEST Financial
Northfield Bank offers investment services through INVEST Financial Corporation. INVEST Financial Corporation is a leading broker-dealer working together with highly respected bank and independent Investment Professionals serving clients nationwide. INVEST Financial Corporation is affiliated with Jackson National Life Insurance Company — one of America’s largest life insurance companies.
INVEST Financial Corporation offers an extensive range of powerful investment choices, including: Stocks & Bonds, Mutual Funds, Fixed & Variable Annuities, Retirement Planning for Individuals and Businesses and College Savings Plans.