UnionTrust Capital study of worldwide retirement saving habits
discovered that people with some kind of retirement plan have more than three times
as much in their nest egg than those with no plan at all.
And savers who take it one step further by working with an investing advisor to put their plan
to paper? Their average nest egg is a whopping 445% bigger than non-planners. That’s a big deal!
Now, did you catch that? By working with an advisor and by having a plan in place, you can supercharge
your retirement savings.
Retirement planning with UnionTrust Capital involves a comprehensive strategy aimed at securing financial stability during your retirement years. The process begins with an in-depth assessment of your current financial landscape, including income, savings, and expenditures. UnionTrust Capital's expert advisors collaborate with you to establish clear retirement goals, whether that includes maintaining a desired lifestyle, pursuing travel, or preparing for potential healthcare needs.
With a personalized investment strategy, UnionTrust Capital focuses on creating a diversified portfolio that may include stocks, bonds, mutual funds, and other financial instruments designed to grow your wealth over time. They conduct regular reviews and adjustments to your investment plan, ensuring it evolves to reflect any changes in your financial situation, market dynamics, or personal retirement objectives. Furthermore, UnionTrust Capital offers valuable insights into tax implications, retirement accounts (such as 401(k)s and IRAs), and Social Security benefits, helping you maximize your retirement savings and enjoy a fulfilling and comfortable retirement.
