No matter the stage in life you are in, the more you know about your finances, the better your chances of reaching your goals. We have tools, calculators, videos, and guides that help walk through questions concerning your financial goals.
Click HERE to fill out a brief form if you’re interested in learning more about how we can help you.
We will provide you the tools you need to maximize the benefits from your retirement plan. Your employer's plan has a dedicated educational specialist that can help explain basic investment concepts, help you assess your risk tolerance, help you maximize your deferral, or provide other retirement readiness resources to ensure your are on track to meet your goals. In addition to these one-on-one sessions, we offer the Financial Resource Center which offers articles, calculators, videos, and worksheets all to help you maximize your retirement dollars.
Trust Point never cuts corners when it comes to employee retirement planning. We provide personalized experiences that fit each client’s individual needs. Let us help you optimize your retirement plan so you can have confidence in your future.
Read MoreWith these tools, and the guidance from our retirement planning team, you can feel confident in the trajectory of your financial plan. It is never too early, or to late to start planning for your retirement. Check some of the resources below to get started.
At Trust Point we believe in empowering employees to take control of their financial success. We provide several resources that make it easy to understand the choices you can make to prepare for your future.
For more than a century, Trust Point has provided a full range of financial and advisory services to individuals, families, businesses, and charitable organizations.
We are uniquely positioned to offer the highest level of sophistication and professional expertise with genuine personal service.
We are guided by the fiduciary standard in which we put client’s best interests first and follow one simple philosophy, in doing what is best for our clients, we will be doing what is best for Trust Point.
Any amount of money will do. The earlier you start saving, the more time your money will have to grow. Therefore it’s best to invest in your retirement fund early.
The amount of money you need for retirement will depend on your individual financial and lifestyle situation. For example, some people may want a large nest egg to travel the world once they retire; yet, others may be perfectly fine sticking to a slimmer budget. In general, you should add up expected retirement income, including social security, pensions, dividends from investments and asset allocation, etc. Subtract all expected expenses, from your mortgage to taxes to food, and everything else you need to budget for. This will give you a good idea of how much you’ll need for retirement.
A 401(k) is a retirement savings plan sponsored by an employer. It lets workers save and invest a piece of their paycheck before taxes are taken out. Taxes aren’t paid until the money is withdrawn from the account.
Although the recession caused many people to rejoin the workforce, most Americans typically retire between the ages of 62 and 68.
A retirement advisor can help calculate all of the numbers to ensure you’ll always have enough money, as well as pinpoint opportunities where you can preserve and grow your wealth.
To get started, reach out one of Trust Point’s dedicated service representatives today. Call us at 800-658-9474 or you can fill out a form on our contact page. We look forward to discussing your retirement goals!
In order to provide excellent service to all our customers, including those with disabilities, Trust Point’s website strives to provide an accessible experience for users of all abilities. If for any reason you are having difficulty navigating our website, please call 800-658-9474 or email [email protected]
Contact Us 
Ask a Question 
Related Articles 
