Retirement Planning

Retirement Planning for Individuals from MCB

Most people look forward to retirement, but by the same token, many people don’t take the time to consider how they will finance it. People are living longer than ever, and that means they have years and years of retirement to consider when planning for their financial future. You don’t have to go it alone when it comes to your individual retirement planning needs, though. MCB Business Consultants can help you understand your needs and take the necessary steps to secure your financial future.

First off, we’ll take a look at where you are in your retirement planning, so we can understand whether you’re in the accumulation stage of the game and investing money, or in the distribution stage and looking for income solutions. Either way, the retirement planning strategy we create for you revolves around you and your targeted needs. We work with you on the various ways you can accumulate and build wealth, keeping your goals at the forefront. From there, we create a plan for you to meet these goals.

Trust MCB Business Consultants to help you get the individual retirement planning you need.

During the distribution stage of your retirement planning, we work with you on all aspects of your unique financial situation; taking into account qualified and non-qualified money, in order to facilitate an income that can help you meet your needs. We provide retirement planning products for individuals that include:

  • Managed money
  • Mutual funds
  • Annuities
  • Unit investment trusts

MCB helps individuals discover and implement a retirement planning solution that perfectly fits their needs. To learn more about the services we provide, contact us online using our convenient form, or feel free to call our Buffalo, Syracuse or Utica office. We will be more than happy to schedule a time to meet with you and help you with your retirement planning needs. We look forward to serving you.