Never before has the value of a well-planned and diversified retirement portfolio been so evident.
Retirement Plan Features:
- Certified Financial Planners
- Customized independent, fee-based financial plan for your future
- Factors in your risk tolerance, resources, current asset allocation and tax liability
- The Plan will leverage your current and future assets to realize your financial goals
Investment products and services available to you through Osaic Institutions include:
|Stocks||Common and preferred equity issues of publicly traded companies|
|Bonds||U.S. Treasury, tax-free municipal, corporate and convertible bonds|
|Mutual Funds||Over 4,000 different mutual funds from the leading fund families|
|Annuities||Both fixed and variable annuities from various issuers|
|Individual Retirement Accounts||Traditional and Roth|
|401(k) Rollover/ IRA Rollover Services||Facilitate the rollover over of 401(k), 403(b) and other employer sponsored retirement plans|
|Fee Based Money Management Programs||As a part of a comprehensive financial plan, fee-based money management programs utilize various asset allocation strategies which serve to complement short term planning approaches.|
We do not offer tax advice and investors should consult their tax preparer for their particular situation.
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Fairfield County Financial Services is a trade name of Fairfield County Bank. Osaic Institutions and the Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.