Retirement Planning
Whether you want to know if you are on track to having a comfortable retirement, or are not sure what steps to take to get started, an Investment Executive can help you make the most of your assets. By utilizing our experience, investment and insurance options, tools and resources, we can help you design a strategy that creates a proactive, informed plan for retirement.
Products available:
- Annuities
- Insurance Products
- Money Market Accounts
- Stocks and Bonds
- Mutual Funds
- IRAs
- 529 Plans
We can help with:
- Dealing with lump-sum distributions
- Projecting early or late retirement
- Income-generating strategies
- Identifying retirement distribution strategies
- Minimizing tax liabilities*
Retirement Calculators:
Questions?
Call 785.267.8518
Stop by any branch location to set up an appointment
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered. Investments are: •Not FDIC/NCUSIF insured •May lose value •Not financial institution guaranteed •Not a deposit •Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives.
View Cetera Investment Services privacy policy and other important information.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
*For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera Investment Services LLC nor any of its representatives may give legal or tax advice.
**Income may be subject to federal alternative minimum tax and state or local taxes.
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