Retirees

You've enjoyed a successful and lucrative career, and now the time has come to move into a new life stage. You're excited about the opportunities retirement can bring, but you have financial concerns about economic conditions. Although you've accumulated substantial wealth in anticipation of this day, you're wondering if you can afford to retire comfortably.

As a retiree, you will face financial risks. Health care costs, income depletion as a result of inflation and longevity risk can all negatively impact your retirement years.

Retirement Planning

Retirement planning is a lifelong process. It begins with an accumulation of assets in the early years of your career and continues into your retirement years. During retirement, you'll need to adjust your planning to account for unforeseen occurrences. Cash flow needs must be coordinated with longevity risk, and a balance between income and spending must be reached to ensure your goals and objectives are met.

Key Private Bank offers services and solutions to meet your retirement needs. We can help bring your retirement plan to fruition by addressing the critical issues that stand between you and your retirement goals. Whether you require investment and retirement distribution planning, healthcare planning, risk management and asset protection strategies, or charitable giving and estate planning, Key Private Bank can provide the specialized services and expertise your financial situation requires.