Retirement Planning. Get back on track.
You Can Rely on Bancnorth Investment Group, Inc.
Put your retirement dreams on schedule today with a plan that's tailored to your unique needs. Though sometimes the choices can seem overwhelming, planning for a secure future can be easier when you work with the right people. Bancnorth Investment Group, Inc. can guide you.
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An experienced representative can help you select among several options to achieve a mix that best fits your current financial situation and your goals for the years to come:
- Stocks, bonds and mutual funds: A Bancnorth Investment Group, Inc. Representative will work with you to purchase stocks, treasury securities, federal agencies, mutual funds, brokered CDs and corporate and municipal bonds.
- Qualified tax-deferred investments: Depending on your tax and employment situation, a qualified tax-deferred investment account might be the answer. We can help you set up Individual Retirement Accounts (IRAs), Simplified Employee Pension Plans (SEPs) and Tax Sheltered Annuities (TSAs).
- 401(k) and IRA rollovers: Moving your 401(k) or IRA can be daunting. The tax laws are confusing and you may not know the best alternative for your retirement funds. We can help you select an appropriate option and do all the paperwork.
- Tax-deferred Fixed Annuities: For some individuals, tax-deferred annuities can be an excellent investment option to fund retirement, maximize current income, or reduce taxes. We can review the benefits of annuities and determine what's appropriate for you.*
- Insurance: Long term care and life insurance. With careful consideration of your personal objectives, we can help determine the insurance solution for you.
A Trusted Partner - Every Step of the Way
Investment needs and market conditions change. Your Bancnorth Investment Group, Inc. representative will be with you every step of the way, providing periodic reviews to ensure that your plans stay on track. This relationship approach is what makes us different from many of our competitors, and is one reason why clients choose us as their trusted financial partner.
Calculators
Select a calculator to help you understand what a balanced financial plan can do for you and why starting to invest early can make a big difference in the value of your portfolio over time.
Cost of Delay
Systematic Investing
Budgeting
Contact a Representative today
Whether you're planning for retirement, funding a college education or protecting your assets, we can help.
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Individual Retirement Planning
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