BUILDING A COMPREHENSIVE
FINANCIAL STRATEGY

Planning and Transitioning Into Retirement

Your Bank of the West Private Client Advisor is your partner in helping to make the most of your retirement. We work closely with you to develop a portfolio designed to help you meet your priorities for retirement.

Saving and Building Toward Retirement

Many of our Wealth Management clients are actively working or running their own businesses. But our clients know, and we know, that a successful long-term strategy begins long before you’re ready to retire. We're here with you every step of the way – whether it's planning your retirement portfolio from the ground up, or enhancing your existing portfolio to work towards the lifestyle you want in retirement.

Your Retirement Plan

Ensuring your retirement plays out as you envisioned it depends on maximizing your income and cash flow. We'll work with you to develop a retirement income plan – starting with an analysis of your personal financial statement and portfolio – to structure your assets and select the right combination of financial solutions.

The goal of the retirement plan we build together with you is to be comprehensive. Our professionals can help you manage different aspects of your financial life.

Retirement Income

We look at the potential ways to invest your money and help you create a plan designed to produce more retirement income. Drawing on strategies from a range of investment managers, our advisors will analyze your current financial situation and recommend an asset allocation strategy to meet your risk tolerance level and priorities for your retirement lifestyle.

Tax Strategy

Our team of investment professionals weigh tax consequences and help develop the most tax-efficient retirement strategy possible. We consider annual taxes closely when helping you determine how, when and where to move and invest your money.1

To learn more about planning for retirement, contact a Private Client Advisor today, or let us contact you using the information on the right side of this page.

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Bank of the West Wealth Management offers products and services through Bank of the West and its various affiliates and subsidiaries.

1Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.