Retirement

Count on us to make your investments work for you.

Whether you're just starting out or are already saving, we can help you make the most of your choices.

As a member, you can:

Set goals to grow your resources.

  • Get FREE investment consultation from an SWBC financial representative.
  • Access our online calculators and e-Seminars.
  • Take advantage of SWBC's comprehensive fee-based financial planning or hourly consultation services.

Save to reach those goals and protect those close to you.

  • Get a free review of your current investment choices.
  • Consolidate your retirement savings accounts or open a new IRA.
  • Start investing for as little as $100 a month.

Preserve your wealth and live comfortably.

  • Avoid common mistakes as you transition to retirement.
  • Protect your retirement savings with long-term care insurance.
  • Create a guaranteed income stream with annuities.
  • Turn to our experts who can help manage your financial future.

 

Contact John A. Brouse, Jr.,  today to schedule your FREE consultation at 210.246.5106 or jbrouse@swbc.com