Now that You're Retired...
Let us attend to your financial needs, as you enjoy life to the fullest.
![Older, tattooed man posing against a door frame](/globalassets/ccfs--bwm/retire/now-that-youre-retired/nowyourretiredhero.jpg)
Experience all that life has to offer with the confidence of financial well-being.
Count on the experience of your Financial Independence team to help you:
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Manage the complexities of your finances
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Advise coverage for healthcare needs
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Maintain a comfortable lifestyle
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Leave a legacy
Enjoy full-service support or à la carte guidance.
Services & Guidance
Portfolio Management
Your advisor manages your portfolio closely and meets with your regularly to provide performance reports.
Investment Advisory
- Risk Analysis, Tolerance
- Portfolio Design
- Asset Allocation
- Monitoring, Rebalancing
- Performance Reviews
Insurance Services
Understand policy features, coverage, and costs to make the right decisions for your needs.
Considerations
- Life Insurance
- Coverage Guidance
- Insurance Trust
- Policy Reviews
Legacy Planning
Create an enduring legacy for people and places you hold dear.
Planning Services
- Trusts and Trustees
- Inheritance Planning
- Charitable Giving
- Wealth Transfer
- Family Transition
![Willis Reed, Manager, Insurance Services](/globalassets/ccfs--bwm/retire/now-that-youre-retired/690x690_willis.jpg)
Healthcare in Retirement
"Evaluating health coverage and costs isn't easy. Let us help you understand your options before Medicare's Open Enrollment begins in October."
--Willis Reed, Manager, Insurance Services
Medicare Parts A, B, and D are just a few choices in an array of healthcare benefits, along with Medicare Advantage. Which are right for you?
Contact an expert for guidance at (800) 688-1045 and check back in the fall for our Medicare webinar.
Financial Independence
Love traveling? Spending time with family with friends?
Trying new things? Welcome to your Financial Independence.