Retirement should be about more than just saving—it should be about creating a plan that helps you live the life you envision in your golden years. At Janney, we can work with you to develop a retirement strategy designed to help you achieve your long-term goals. By analyzing your current and future savings, we provide a comprehensive review of your available resources, including investments, Social Security, pensions, deferred compensation, and workplace benefits. We illustrate how these resources can fund your retirement lifestyle and calculate any additional savings that may be needed to increase the likelihood of reaching your goals. As part of our Plan for More approach, we also offer personalized recommendations tailored to your needs and preferences. This may include guidance on Roth or traditional IRAs, the strategic use of annuities, and other savings vehicles. We help you understand your future distribution options, explain the benefits and tradeoffs of each choice, and provide projections of your ability to meet retirement expenses using different spending and taxation strategies—all to support greater confidence in your financial future.
Retirement Investing
A well-defined investment portfolio is an essential component of your retirement plan. A diversified, properly allocated portfolio can help balance risk and return while also providing a hedge against inflation. By understanding your circumstances, we can recommend an investment strategy that supports your goals for you and your family.
Depending on your preferences, we may recommend a brokerage relationship, an advisory relationship, or a combination of both. Janney offers a comprehensive selection of investments, including managed accounts, mutual funds, bonds, stocks, ETFs, annuities, and other investments strategies designed to help protect your assets and generate retirement income in a tax-efficient way. As your life evolves, we revisit your plan to ensure it aligns with your changing needs and objectives.
Retirement Accounts We Offer:
- Rollover IRA
- Roth IRA
- Traditional IRA
- Annuities
- Employer-sponsored Plans/401(k) Plans
Let’s Plan for More—together.
Contact us today to discuss your retirement savings and investing needs and learn how Janney can help you build a more confident future.
