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Retirement

Protect Your Wealth and Start Paying Yourself

The freedom to live the retirement lifestyle of your choice with more time to spend with your friends and family can make your retirement years truly enjoyable.  However, this is not the time to become complacent about your financial initiatives.  Stay open to new ideas and opportunities to leverage your money, even if you are satisfied with your products and their performance.

Accounts for You!

Loan products you might be interested in:

 

Services for you!

 

Tools to help you save and plan for your future.

Our calculators can help you get the information you need to meet your needs.

 

Tips for Effective Financial Management:

  • Take advantage of senior discounts wherever you can, and donít be shy in asking for them.
  • Do not invest with someone you don't know.  Scams targeted at retirees abound.  Your investment opportunities should be carefully researched and verified by reputable professionals.
  • Be informed.  From your investments to your insurance youíll want to audit your current portfolio and policies and make the necessary changes to reflect your needs and preferences as a retiree.  
  • Create a complete and detailed listing of your financial, investment, insurance and trust products and put a copy in your safe deposit box.

 

For help determining the best accounts and products for sound and productive money management during your Retirement Lifestage, please contact us at 276 963-0836 or  lifestages@firstsentinelbank.com.