Plan

Planning is the key to having the retirement lifestyle you want.

• Define your retirement goals and expectations.
• Review your current situation and preparation.
• Identify shortfalls and ways to overcome them.
• Periodically review and update plans.

Define your retirement goals and expectations.

How much do you need? What kind of lifestyle do you anticipate? What income will you need?

Check out our list of items to consider. Then use our Home Budget calculator to estimate your retirement income.

Review your current situation and preparation.

Review your current savings and sources of retirement income by Identifying sources of income and cash flow during retirement.

• Pension (defined benefit)
• IRA's
• Mutual Funds
• Profit sharing/401K (defined contribution)
• Social Security

• Stocks and Bonds
• Certificates of Deposit
• Annuities
• Other

Take five minutes to quickly determine if your retirement plan is on track.

Identify shortfalls and ways to overcome them.

How well are you doing in attaining your goals? - If your results project a shortfall, you may want to adjust your plan by saving more or meet with an Investment Excecutive to discuss additonal investment options.

• Consider setting up an automatic investment plan, by having a specific amount deducted from each paycheck and automatically transferred to an investment account.
• Consider boosting your savings rate over time.
• Identify ways to increase your earnings to keep up with inflation, or consider delaying your retirement.

North Shore Investment Services can help! Use our Retirement Resources or if you would like help, contact an experienced North Shore Investment Services Professional. They will work closely with you to create a customized roadmap to assist you in having the retirement lifestyle that is right for you.

Periodically review and update plans.

It is recommended that you review your retirement plan annually to make adjustments for inflation and other factors that may affect your retirement plan.

Our North Shore Investment Services Professionals can help your you get on track and keep you there. If you would like additional information please contact one of our North Shore Investment Services Professionals or call us toll-free at 1-877-672-2265 from 8:30 a.m. - 5:00 p.m. (Central Time), Monday through Friday

Please note:

PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member FINRA/SIPC. Securities and insurance products offered by PRIMEVEST:

• The product is not a deposit or other obligation of the Bank and is not guaranteed by the Bank.
• The product is not insured by FDIC or any agency of the United States or the bank.
• There is investment risk associated with the product, including the possible loss of value.

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Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.

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.