Retirement Planning Services
Planning for retirement has never been more important. Let the representatives in Washington Financial's Wealth Management Division use their expertise to help you with your concerns and find the right investments to meet your retirement lifestyle goals. Both businesses and individual clients can benefit from our wealth management retirement planning services.
For our business clients, we offer Defined Benefit Plans including pension and money purchase plans and Defined Contribution Plans such as 401K, SEP, SIMPLE and Profit Sharing plans for any size business. Our wealth management associates will fully analyze all available options to meet specific company goals for retirement planning. Once the plan is established, your dedicated representative will always be available to consult with for questions or additional services.
Individual investors will benefit from our retirement planning services as well. Washington Financial's Wealth Management team offers expertise in all types of Individual Retirement Accounts including Roth IRAs, Traditional IRAs, and Rollover IRAs. They will help you get the most of your plan, especially when a job change necessitates an IRA rollover.
For those individuals who are looking for an immediate income stream, Washington Financial's Wealth Management team can help you invest in Annuities. Fixed Annuities may be best for those individuals who wish to invest in products with features similar to Certificates of Deposit but want tax deferral of interest.
Robert B. Vettorel
Vice President, Washington Financial Wealth Management
Registered Representative, Walnut Street Securities
724-206-1290
rvettorel@walnutstreet.com
SECURITY PRODUCTS ARE NOT FDIC INSURED - NOT A DEPOSIT - NOT BANK GUARANTEED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - MAY LOSE VALUE
*Securities and invesment advisory services offered through registered representatives and investment advisory representatives of Walnut Street Securities, Inc. (WSS) Member: FINRA and SIPC. Washington Financial Wealth Management and Washington Financial are not affiliated with WSS.
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- 724-206-1288
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