Most people look forward to the day when they can finally stop working and enjoy the fruits of their years of labor. But having enough money to retire comfortably doesn't just happen — it takes careful planning to reach your long-term financial goals.
As leading financial professionals, you can trust Orrstown Financial Advisors to help you develop and implement a well-crafted plan that allows you to enjoy the worry-free retirement you've always dreamed of. We're part of the Orrstown Bank family that has been serving local communities for more than a century.
Our Relationship-Based Approach to Retirement Plan Consulting
At Orrstown Financial Advisors, we believe that building long-term relationships with our clients is the best way to serve their financial needs. You'll work with an experienced financial advisor who will ask the right questions about your situation and specific retirement goals. By getting to know you and what you hope to achieve, we can develop an effective plan to deliver the results you desire.
Step-by-Step Retirement Plan Services
Your retirement advisor will guide you through a series of steps, starting with the initial conversation mentioned above. We'll use this information to create a general plan that allows you to accumulate and preserve enough wealth to retire at your target age. It will also outline the investment parameters that will serve as its cornerstone. We'll build flexibility into your program, enabling it to adapt to changes in market conditions and your evolving needs.
Once we've finished developing the framework of your retirement plan, we'll submit it for your approval. Your advisor will answer your questions to ensure you understand all your options and potential risks. Next, we'll design and implement a customized investment strategy that brings your plan to life. Upon implementation, we'll be there to monitor your program and make adjustments as needed.
We'll also have a strategy in place for when your retirement day finally arrives. You'll receive the distribution of your funds in a manner that allows you to enjoy a comfortable lifestyle for your remaining years and minimizes your tax burden.
Why Choose Us as Your Retirement Plan Consultants?
Our disciplined approach to retirement planning enables you to navigate the inevitable market fluctuations and keep your program on track. You'll benefit from consistent long-term performance that maximizes your results. The experience of our advisors ensures timely, effective portfolio management and the appropriate stewardship of your funds. You can choose Orrstown Financial Advisors with complete confidence.
Most of all, you'll benefit from Orrstown Bank's century of success in helping people just like you achieve their financial objectives. Although we have all the expertise and technical advantages of a larger financial institution, we're small enough to deliver the personalized service you deserve.
Learn More About Our Retirement Advisory Services
Contact Orrstown Financial Advisors today for more information about our range of retirement advisory services. You can also schedule an initial consultation with one of our advisors.