59 1/2 or Older

Some information of interest for our clients, please check back periodically, because we will be updating with the most recent tax changes and rulings that may affect your accounts.   

Are you tired of having LIMITED investment
options from your Retirement Plan???????
If so……….being 59 ½ or older DOES have its rewards:
  • You NO LONGER have to limit your investment options to those offered under your Hospital’s retirement plan


  • Explore NEW investment opportunities


  • Ensure that your retirement “nest egg” is invested in industry-leading funds


  • Help in trying to maximize gains while striving to protect principal
Please give us a call at 1-800-626-6106 for a review of your accounts and the upgrading options available.  We have been with you from the very start, servicing your accounts over the years and, now, we want to make sure your money continues to work hard for you.
Securities and investments involve risk.  Certain strategies may be used in an effort to reduce the overall risk to one's portfolio, however, risk related to securities and investment products can never be completely eliminated.

  • 59 1/2 or Older

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