Retirement Party!

Oct 28, 2013 | Wealth Management

Let us help you plan your retirement party!

If you are nearing retirement or your employer has offered an early retirement program similar to the Next Step Program offered at Toyota Motor Manufacturing Kentucky, we encourage you to give us a call.  We get to know you and your family and help you navigate your 401(k) rollover into an IRA and establish an investment program that helps reduce the possibility of running out of money during retirement.   We take a total financial planning perspective to help you manage both sides of your personal balance sheet and also help you manage your monthly family cash flow. We further discuss estate planning and charitable planning strategies that may fit into your overall plan.  Again, if you are nearing retirement and would like to discuss your options, I invite you to give me a call for a personal consultation.

Happy retirement!


Jeff Schriefer
Wealth Management
859-233-8929 Office
859-252-0304 Fax

Bank of the Bluegrass & Trust Co.
215 Southland Dr
Lexington, KY 40503



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Investments offered by Wealth Management Division at Bank of the Bluegrass & Trust Company *Are not FDIC Insured * Are not Bank Guaranteed * May Lose Value*

The information presented in this blog is general in nature.  It is not intended to provide, and should not be relied upon for accounting, investment, legal or tax advice.  Investors should consider their individual financial circumstances and the inherent risks of investing prior to making any investment decision.

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