How do you picture your retirement?
When you think of retirement, what comes to mind? Would you like to travel? Take up a new hobby or sport? Maintain your current lifestyle? Make sure you don’t outlive your retirement savings?
- Just starting out – get help prioritizing savings and setting financial goals
- Building wealth – optimize your retirement strategy and save more
- Getting ready for retirement – create an income plan
- Living in retirement – Manage your retirement portfolio so it can last
Contact an investment representative at BayCoast Financial Services located at BayCoast Bank to discuss your retirement goals and how to make sure you can stay focused on the retirement picture you dream of.
To schedule an appointment or for more information call or email us at firstname.lastname@example.org today!
Paul M. Cloutier at 508-675-4454
Nathan Rego at 508-742-4721
Michael O'Leary at 508-491-3634.
Investment products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. BayCoast Financial Services is a subsidiary of the BayCoast Bank. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC, DIF or any other agency of the United States, and are not deposits or obligations of nor guaranteed or insured by BayCoast Bank or any of its affiliates. These products are subject to investment risk, including the possible loss of the principal amount invested.