Personal Financial Planning
Do you know if ’__ on track to meet _ retirement goals?
Let a Great Western _ Wealth Advisor help you __ a financial plan to __ guide you to retirement beyond. We’ll take the _ to sit down with and help understand what means to you. We _ at your financial picture build a personalized financial _ to help you reach _ retirement goals. Customized just you, our team can planning tools to answer questions that keep you __ at night.
- Am I saving enough?
- How much risk should _ be taking in my _?
- What will I spend year during retirement?
- How can I maximize __ Social Security benefits?
If you’ve built up _ significant savings, it’s time __ consider meeting with a Western Bank Wealth Advisor to get your personal _ started. Protecting, preserving and your wealth is our __ focus and our Wealth team will be there _ you every step of way.
Information to gather includes:
- Personal investment statements
- Retirement plan statements
- Bank statements
- Real estate assessments
- Personal property inventory