Financial Advisor
Plan for the retirement you envision
You have a vision of what your retirement may look like but, if you’re like many people, you may be unsure of what it might take to make your vision a reality. It’s easy to get sidelined by questions like: How much money will I need when I retire? Am I saving enough? Should I invest in riskier plans?
Let us help ease your mind. When you sit down with our financial advisor, we’ll take the time to get to know you—your goals, your life—and then work with you to develop a retirement plan tailored to help you reach those goals for your future.
We can help you with a wide variety of retirement options, including
- Individual Retirement Plans (IRAs)—Traditional and Roth
- Simplified Employee Pensions (SEPs)
- Savings Incentive Match Plans for Employees (SIMPLE)
- 401(k)—Individual & group plans
- Profit-sharing / money-purchase plans
- 403(b) plans
- Rollover and beneficiary IRAs
Make an appointment with Whitaker-Myers Wealth Managers:
Make an Appointment
Important Information:
Investment and insurance products and services are offered through Whitaker-Myers Wealth Managers, Ltd., an investment adviser registered with the Securities and Exchange Commission. Whitaker-Myers Wealth Managers and the bank are not affiliated. Products and services made available through Whitaker-Myers Wealth Managers are not insured by FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.