Free Retirement Planning Analysis
Making plans for a secure retirement can seem a little overwhelming. And in fact, there are lots of choices and decisions to make. When you choose to work with a Kennebunk Financial Services you’ll be taking a great first step.
You’ll receive:
A Customized Personal Plan. Working with our sophisticated retirement panning tools, a CERTIFIED FINANCIAL PLANNER™ Practitioner will develop a plan that meets your financial needs, your retirement goals and your lifestyle choices.
Weighing the options. Your Kennebunk Financial Services investment professional will help you choose from a full range of investment options and zero in on the types of investments that match your retirement plan horizon, investment philosophy and risk tolerance.
Regular checkups. Personal circumstances change. Your Kennebunk Financial Services investment professional will help you every step of the way conduction regular reviews to keep your retirement pan and investment choices on track.
Put a Kennebunk Financial Services Investment Professional to work for you and you’ll get a customized plan that takes all your retirement, savings and lifestyle plan into consideration. Contact us for your free Retirement Planning Analysis or go directly to www.kennebunkfinancial.com/retire.
Kennebunk Financial Services:
Kennebunk Savings Bank provides financial planning and investment advisory services through Kennebunk Financial Services, a division of Kennebunk Savings Bank. Representatives of Kennebunk Financial Services may meet with clients by appointment at all offices of Kennebunk Savings Bank. Kennebunk Financial Services offers securities through independent broker-dealer LPL Financial, member FINRA/SIPC and insurance products through the Kennebunk Savings Bank subsidiary, Morris Insurance Services, Inc.
Securities & Insurance Products are offered through LPL Financial, and it's affiliates, Member FINRA/SIPC. Kennebunk Financial Services and Kennebunk Savings Bank are not affiliated with LPL Financial. These products are not a deposit, are not FDIC insured, not insured by any federal government agency, not guaranteed by the bank or any affiliate, and may be subject to investment risk, including possible loss of value.
*A Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™ Practitioner which it awards to individuals who successfully complete initial and ongoing certification requirements.
Morris Insurance Services, Inc is a subsidiary of Kennebunk Savings Bank. Insurance or annuity products offered and sold by Morris Insurance Services are not deposits of Kennebunk Savings Bank or any affiliate; are not obligations of or guaranteed by Kennebunk Savings Bank and are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the federal government. Annuities may involve investment risk, including the possible loss of principal.
