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Our detailed analysis can offer you a unique report that will help you navigate through retirement by developing a plan that addresses:

  • Inflation
  • Taxes
  • Asset Allocation

And a distribution strategy with these objectives:

  • Increase Income
  • Decrease Risk
  • Save Taxes
  • Preserve Principal

Developing a plan for the distribution phase of your life is an important endeavor and one that requires a thorough process.

  • Fact Finding – We ask pertinent questions to discern your goals and objectives.
  • Analysis – We give you a customized Lifelong Income report.
  • Strategic Design – We make specific recommendations for ways to help achieve your financial goals.
  • Implement – We can help you ensure that your strategies are carried out.
  • Review – We will review your financial situation relative to new tax laws and your changing circumstances.

You’ve worked hard to accumulate your wealth for retirement. Let us help you build a tailored plan designed to optimize the distribution phase of your life. Call or stop by any Northfield Bank branch to schedule a no-obligation retirement consultation today.

Northfield Investment Services does not provide tax advice. Please consult your tax advisor for guidance on your particular situation.

 

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Northfield Bank and Northfield Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. LPL Financial and its affiliated insurance agencies offer securities, advisory services, and certain insurance products. This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Please click here to view the LPL Financial's Privacy Policy.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, NJ.

Investment and Insurance Products are:

NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY ANY BANK • MAY GO DOWN IN VALUE

Important Customer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

  • Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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