Watch Point Trust Company

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Retirement Planning

   
 

At Watch Point, we extend our personal approach to help our clients plan for a comfortable retirement. With our clients’ objectives in mind, our advisors analyze both the current and the projected financial outlook in order to determine the most appropriate strategies to meet both pre- and post-retirement needs. We also ensure that the retirement plan is aligned with our clients’ other financial planning strategies—those involving tax, investment, estate, and insurance—in order to promote the maximum benefit.

To help our clients plan for retirement, we:

  • Determine the client’s desired standard of living
  • Evaluate retirement needs
  • Analyze available and expected retirement resources:
    • Pension plan/401K benefits
    • Supplemental pension benefits
    • Social Security
    • Profit-sharing plans
    • Non-qualified deferred compensation
    • Investments
    • Annuities
    • Life insurance
  • Monitor the retirement plan, making adjustments where necessary
 
         
 

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