Planning for Retirement
Plan for a brighter future with the help of our experienced and highly-credentialed Retirement Experts.
Turn to the Retirement Experts®
The path to retirement looks different for everyone. A person who started saving at 16 and a person who started saving at 55 can both have a fulfilling retirement! The strategy used to get there will be as unique as each of their lives and goals. That’s where our Retirement Experts come in.
Whether you're just getting started, growing your plan, or living in your golden years, we can offer you hands-on financial guidance, assistance with specific goals, or a simple second opinion.
- Rollovers & Transfers
- Traditional / Roth IRAs
- When to Retire
- Budgeting in Retirement
- Social Security Strategies
- Sustainable Retirement Income
- Estate Planning
- Beneficiary Options
- Succession Planning
- 401(k) / 403b / SEP, and other
business retirement plans
EXPERIENCE + EDUCATION = EXPERTISE
Our Retirement Experts have nearly 250 years of collective banking experience. We believe in a team approach to retirement planning, meaning you benefit from the expertise of all of our Retirement Experts.
- 8 Certified Trust & Fiduciary Advisors (CTFA)
- 7 Certified IRA Services Professionals (CISP)
- 3 CERTIFIED FINANCIAL PLANNER™ Professionals
- Paul Aftanas, CFP® • Sam Hofer, CFP® • Michael J. Kolasa CFP®
- 1 Attorney
- 2 Chartered Life Underwriter® (CLU®) Professionals
- 1 Accredited Investment Fiduciary
- 1 CFA Charterholder (Chartered Financial Analyst)
- 1 Chartered Advisor of Philanthropy (CAP)
- 1 Chartered Financial Consultant® (ChFC®)
- 1 Chartered Advisor in Senior Living® (CASL®)
- 1 Retirement Income Certified Professional® (RICP®)
- 1 Long-Term Care Professional (LTCP)
- 1 Financial Paraplanner Qualified ProfessionalTM (FPQP®)
Experts In Action
Trusting someone else with your retirement savings is a big decision! Hear what our customers have to say about their experience working with the Retirement Experts, and from some of our experts themselves.