Retirement Planning

Burke & Herbert Bank in Northern, VA

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.

Meet our Advisors

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Burke & Herbert Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit LPL Relationship Disclosure for more detailed information. For a summary of the client relationship click here.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). 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 AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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