Retirement Planning

Retirement Planning

Successfully managing your money in retirement means ensuring your savings can support your needs and lifestyle for years to come.

You have worked hard and saved to provide for your retirement. Now is the time to manage the assets to fund your retirement. We place a high level of importance on delivering a comprehensive retirement planning process and plan.

That can seem like a complicated challenge – especially if you’re relying on a blend of Social Security, pensions, IRAs, employee benefits, 401Ks, investment accounts, reverse mortgages and/or other sources of income.

NHTrust advisors understand the complexities of retirement planning. We can create strategies to provide you with the income stream you need for a successful retirement.

Our retirement strategies are designed to maximize income, minimize taxes, and keep income flowing for your lifetime–so you can not only pay for essential needs, but also be ready for unexpected and late-retirement expenses.

NHTrust invites you to meet with one of our advisors and explore your retirement options. Following your initial consultation, we will provide you with a customized Retirement Income Plan, which includes a comprehensive analysis of all your current retirement accounts and holdings, as well as a full Social Security analysis including our recommendation for maximizing your Social Security benefits.

Retirement is a time to explore new opportunities. Talk to a NHTrust advisor about how to best take advantage of this next stage in life.

Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not a Bank Deposit
Not Insured By Any Federal Government Agency

Meeting with NHTrust team is without obligation or cost.

NHTrust is a trade name of New Hampshire Trust Company. Brokerage services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Infinex and NHTrust are not affiliated.