Will you have enough savings to last through your retirement years? While that can be an uncomfortable question, it’s a vital concern—especially in the years leading up to and including your retirement.
Finding the best options for your savings isn’t easy, given a volatile stock market, persistently low interest rates, and the naturally increasing healthcare demands that come with aging.
Let our team of Wealth Advisors work with you to devise a personalized retirement plan that helps you financially prepare for the transition to retirement, and maximize your resources during retirement.
We can help you address multiple priorities that include:
- Managing your assets to generate sufficient income to support your lifestyle
- Keeping pace with inflation and minimizing the effects of taxes
- Meeting unanticipated healthcare expenses
- Weathering market volatility
We’ll formulate clear strategies to create capital, diversify your portfolio, and reallocate your assets as your needs and circumstances change. The priceless result: greater confidence in your ability to enjoy a secure retirement.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member opens in a new windowFINRA/ opens in a new windowSIPC).
Insurance products are offered through LPL or its licensed affiliates. Burke & Herbert Bank and Burke & Herbert Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Burke & Herbert Wealth Management and may also be employees of Burke & Herbert Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Burke & Herbert Bank or Burke & Herbert Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.