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Retirement Planning

In today’s environment you can’t wait for someone to provide a secure retirement for you. Instead, you must proactively plan your financial future, and NewBridge Bank’s Wealth Management * team can help. As part of your overall financial plan, we’ll provide a variety of retirement planning options that can be implemented or combined to help meet your individual needs.

  • Traditional IRA
  • Roth IRA
  • Self-Directed IRA
  • Annuities
  • 401K rollovers
  • Deferred compensation strategies
  • Retirement plans for business owners

As you approach retirement age, we’ll help you evaluate the most appropriate strategies for accessing the assets you’ve accumulated, giving special attention to the level of income you expect to need at various stages of retirement.

* Investments managed by NewBridge Bank’s Wealth Management department are not deposits; not insured by the FDIC or any other government agency; not guaranteed by NewBridge Bank; and subject to risk and may lose value.