Enjoying your life today, and building a brighter tomorrow.
PSB offers an in-depth analysis of your situation and a consultative approach to help you get started today and preserve your retirement nest egg. We can construct the path to your secure future through a well-rounded portfolio that automatically shifts focus from growth to your desired level of income certainty.
A wide combination of tools may be utilized:
Qualified 401(k), 403(b), or IRA Funds; Nonqualified Funds such as CD’s or Money Market Accounts; Fixed Income Annuities and Trusts; UIL/SPWL Policies and appropriate Medicare, Medigap, and LTC coverage can all help provide a comprehensive retirement plan.
Your personalized estate strategy is a carefully prepared collection of legal, tax, financial, and insurance instruments working in coordination to achieve your desired objectives.