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Q&A with Bell Investments
A. Preparing for retirement might be your ultimate goal, but it’s not the end of your financial planning journey. It can be hard for people to go from accumulating wealth to spending it. You spend your entire life saving for retirement, and the thought of running out of money can be unsettling. I can help you through that.
Often in retirement, what people expect isn’t always what happens. Financial plans are always evolving. Even in retirement, your lifestyle might change. We’ll review your financial needs every year and, if necessary, figure out how to make adjustments so you can continue to enjoy your retirement years.
Contact me, and I’ll help you plan for retirement, even when you’re living it!
Paula Swanson, CRC®
Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Bell Bank and Bell Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Bell Bank deposits and are not FDIC insured. These products are not obligations of the Bell Bank and are not endorsed, recommended or guaranteed by Bell Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
This LPL financial registered representative may only discuss and/or transact securities business with residents of the following states: Ariz., Fla., Iowa, Md., Minn., Mont., N.D. and Okla.
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