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Retirement Planning
& Investments

Time flies. So make financial plans for the future now. 为你的黄金岁月奠定了基础，你会感觉很好.

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Retired couple using computer.

We can explain the ABCs of IRAs and 401(k)s.

Americans are living longer than ever. 这使得退休储蓄账户比以往任何时候都更加重要. 但密歇根州和其他地方的人们经常推迟这个过程，因为他们被众多的储蓄选择所淹没. 好消息是，现场财务顾问科里·德努伊尔可以回答你所有的问题，并帮助你对你的财务未来做出自信的决定.

Arbor Financial的退休计划首先是对您的情况进行免费评估:

  • Members will be guided through a needs analysis
  • 专业人士将概述收入分配策略
  • Pension distribution options will be explained
  • 讨论退休计划可以帮助你比较储蓄和投资的选择:
    • Traditional IRA
    • Roth IRA
    • SEP and Simple IRAs
    • Self-Employed Plans
    • 401(k) Plans
    • 403(b) Plans
    • 401(k) Rollovers
    • Profit Sharing Plans
    • Social Security benefits

 

Group of friends at a lakefront.

股票、共同基金和可变产品并不适合所有投资者. 在购买任何产品前，阁下应仔细阅读有关标的可变产品投资组合的招股说明书及招股说明书，以及有关投资公司的其他资料. 除了仔细阅读招股说明书外，我们建议你仔细考虑投资目标, risks, 投资前的投资费用. 招股说明书可通过联系Arbor Financial Credit Union Wealth Management或直接向共同基金索取, insurance company, or offering entity.

通过First Heartland Capital, Inc .发行的证券. Member FINRA & SIPC. 通过First Heartland Consultants, Inc .提供咨询服务. Arbor Financial Wealth Management Services不隶属于First Heartland Capital, Inc .. 通过First Heartland Capital, Inc .发行的证券. are: not federally insured, subject to market risk including loss of principal, not obligations of, deposits of, or guaranteed by the Credit Union. Arbor Financial Wealth Management位于卡拉马祖南九街1551号.

Check the background of this firm on FINRA's Broker Check.