A 7-Step Plan for Retirement

A Vestbridge personal advisor can help you navigate retirement: 

From the moment you enter the Vestbridge ecosystem, you’ll have a team of analysts working around the clock to help facilitate your retirement plan. You’ll also have a personal investment advisor who’s your “direct-dial” contact at Vestbridge.  

Vestbridge can help you make a smart, personalized plan for retirement 

• Make recommendations for withdrawals in retirement. 
• Spot and flag underperforming areas in your portfolio. 
• “Rebalance” your portfolio’s allocations, as necessary. 
• Review your retirement needs and goals with you. 
• Manage the day-to-day administrative needs related to growing your portfolio. 
• Send you trade confirmations and monthly statements. 
• Monitor and assess your portfolio’s performance to ensure it continues to meet—or exceed—growth benchmarks.  

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Your 7-Step Retirement Plan

Plan for tomorrow, so you can fully enjoy today

As someone with considerable savings, you’ve worked hard your whole life to build a sizeable nest egg for you and your family. And you probably have some big ideas for what you want to accomplish in the second half of your life…

For example, do you want to be in the position to buy a vacation home? Or do you hope to travel the world? Maybe you’d like to set up a college fund for your children or grandchildren? Or maybe you want to give to a cause close to your heart?

But here’s the challenge…

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