Henderson State Bank, Growing to Meet Your Needs
Retirement Planning Specialists: Planning for tomorrow... today.
 

We are trained and equipped to help you through all the stages of retirement. The first phase begins before you retire: goals, saving and planning for tomorrow… today.

The next stage is early retirement, which is the traveling and adventures you have anticipated during your planning phase. Then there's the longevity of your retirement to consider, which involves taxes and health care expenses. We are eager to work with you to organize your assets. This will maximize your enjoyment of your finances after you have earned it. We will walk with you in planning for tomorrow… today.

Illustration to highlight that financial planning can bring structure to disorganized financial goals.
 

So why is a Retirement Plan important? It's complex but some key issues are:

  • Understand how to maximize your Social Security options, Medicare and the potential "tax traps" that could apply.
  • Determine how and when you should tap your taxable, tax-deferred and tax-free assets to optimize your retirement income.
  • Review your tax liability for each phase of retirement and create strategies to manage and potentially reduce taxes.
  • Organize assets and create an estate plan to make it easier for your family at the time of your passing - your family will appreciate your attention to detailed planning.

To see an example of a Retirement Financial Plan and a complimentary consultation, give me a call. Let's help you retire with confidence!

Contact us! By phone 402-362-1100 or email or visit our webpage www.hsbretirementplanning.com

 

Monica Milleson is a Registered Representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, IA, KS and NE.

Securities and advisory services offered through LPL Financial, a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Henderson State Bank (HSB) and HSB Retirement Planning Specialists are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using HSB Retirement Planning Specialists, and may also be employees of HSB. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of HSB or HSB Retirement Planning Specialists. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

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