To our “Seasoned Individuals” … you are probably at a point in your lives where you’re done with working and you are enjoying the fruits of your labor…or like many individuals you are still in the work force for various reasons.
Whatever the reason, ABNB is here, as your financial partner during this life stage.
The earlier you begin to think about and plan for retirement, the more likely you are to reach your retirement goals. Time works wonders in making your savings grow through the power of compounded earnings. Check out our calculators to determine how much you should be saving for retirement. For personal advice about retirement, contact Susan Newman at (757) 523-5389 to schedule an appointment with one of our investment reps. They'll help you assess your situation, understand your options, and make some recommendations.
We provide individuals and their families with investment strategies tailored to their unique situations, including:
- Retirement & income planning
- Investment analysis and portfolio allocation
- Tax reduction strategies *
- Wealth transfer and estate planning strategies
Through our broker-dealer, CUSO Financial Services, LP, we offer a broad range of investment products* to help you implement your plans, including:
- Mutual funds
- Fixed, Equity-indexed, and Variable annuities
- Traditional & Roth IRA's
- 529 plans (college savings plans)
- Life and Long Term Care Insurance
- Individual stocks & bonds
*For specific tax advice please consult a qualified tax professional.
Contact Susan Newman today at (757) 523-5389 to schedule a personal appointment.