Many of us look forward to the day when we’ll be spending time with the grandkids and not time sitting in traffic on the way to the office. However, retirement does not simply begin at 65; it’s a journey that begins today.
At Community Bank Wealth Management, available through Sorrrento Pacific Financial, LLC (“SPF”)*, our SPF* Financial Consultants can meet with you to uncover your needs and long-term goals, then build a financial plan, that will help you to understand:
- Which investment strategy is appropriate for you, your family, and your future
- Various asset allocation models and investment vehicles used to plan for a comfortable retirement
- Your risk tolerance and time horizon
- The ups-and-downs of the market and how they may affect your long and short-term goals
To learn more about retirement planning, contact one of our SPF Financial Consultants today to schedule a complimentary, no-obligation appointment.
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
SPF representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.