Build on a Solid Financial Future

Bliscity Bank understands you’ve worked hard and want to make the most of your next chapter of life.

That's why it's so important to have a comprehensive savings plan — and to start financial planning for retirement as soon as possible.

Planning for the future

As your retirement planning advisor, Bliscity Bank is here for all your retirement saving and investment needs and questions. Your financial planner will start by taking an objective look at your savings and retirement income sources, and calculate how much to save, based on your financial goals. They can recommend qualified retirement plans, including 401(k), 403(b) and other and savings options tailored for your unique situation. We can also answer your questions about social security, and offer guidance on tax deferments and how best to distributions from a retirement plan.

Peace of mind

A realistic retirement strategy gives you peace of mind and confidence in your financial future. Bliscity’s financial planning services prepare you to make the best retirement and savings decisions for where you are and where you want to be.

We believe that sound investments start with a trusted partnership. Bliscity Bank understands where you’re coming from— and where you want to go.

Map out your future

When it comes to saving for retirement, time is one of your most powerful assets. Saving and investing now can yield greater returns and security down the road. Our financial planners can guide you on a retirement investment strategy that works within your needs, including 401(k) and Roth IRA plans. No matter your financial goals or dreams, Bliscity Bank can help map out a clear financial future for you.

Meet your Bliscity Bank retirement planning expert

To get started on retirement planning, set up an appointment with our qualified retirement planning and financial planner, Whitney Greer. Be sure to bring the following information to your meeting:

• Driver’s license or government-issued ID
• Social Security number
• Contact information (including address and telephone)
• Date of birth
• Insurance information
• Budget information (including financial statements and income and expenses)

Roadmap to Retirement

A sound retirement strategy begins with considering your financial goals for the future. This includes estimating when you want to retire and how much you can live on, including medical care and other expenses.

Whitney will work closely with you to assess your retirement income sources, including social security and any pension. She’ll also determine how much risk you can take on, depending on your retirement timeline and financial goals.

Next, we’ll recommend a retirement account and savings plant to meet your goals. Our retirement products include traditional and Roth IRAs. If you currently have a 401(k) or IRA, we can advise on tax savings strategies and catch-up contributions. And we’re here to make sure your retirement stays on track as you approach life changes and milestones.