Retirement Planning Services
Planning for retirement has never been more important. Let the experts in Washington Financial's Wealth Management area help you with your concerns and find the best 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 experts 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. Individuals who wish to have exposure to both the Bond and Equity markets but also a safety net or income may be interested in Variable Annuities.
Robert B. Vettorel
Vice President
Wealth Management Division
724-206-1290
rvettorel@walnutstreet.com
Victor Bell
Registered Representative
Wealth Management Division
724-206-1291
vbell@walnutstreet.com
NOT FDIC INSURED - NOT A DEPOSIT - NOT BANK GUARANTEED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - MAY LOSE VALUE
*Registered Representative and IAR offering securities through Walnut Street Securities, Inc (WSS) Member: FINRA and SIPC. Washington Financial Bank and (WSS) are unaffiliated entities. Securities are not FDIC insured.
Did you know?
The Washington County Courthouse was listed on the National Register of Historic Places in 1974.
Talk to Our Wealth Management Team
- 724-206-1288
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