The Financial Planning Center
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Mark Your Calendars for a FREE Informative Webinar
Securing Your Retirement
Virtual Webinar Tuesday, May 13, 6:00 PM.
Social Security can be very confusing, with a multitude of factors weighing in on how and when it is best to start collecting. Join the discussion and learn the rules of retirement, of retirement benefits and the wide range of scenarios that you should d consider before making your decision.
We will cover key topics including:
- Understanding Full Retirement Age (FRA)
- The impact of claiming early or delaying benefits
- Spousal and survivor benefits
- How work income affects your social security benefits.
- Taxation of Social Security benefits.
Who: This is perfect for those who are considering retirement in coming years.
Investment Services and Financial Planning
We offer a full service financial management and investment center. Through our individualized, step-by-step approach, we get to know each and every one of our clients. We will help you define where you are financially, where you would like to be, and most importantly, with our professional experience and guidance, we help give you the tools to get there.
Navigating the financial market is incredibly difficult. We make it our job to stay on top of the ever-changing environment and we use this knowledge to assist our clients in capitalizing on opportunities and diversifying away risks whenever possible. We work to create lasting relationships with all of our clients and we do this by consistently offering quality service, guidance and advice.
Our commitment is to treat you with the individual care and respect you deserve. You can expect the same level of customer service and professionalism you’ve grown to enjoy and expect at The Bank of Bennington. There is no cost for the initial consultation.
We do 401k and IRA Rollovers here. Please contact me for more information!
Life Insurance
Protect your future with the financial security life insurance offers. As your trusted advisor, we will guide you to what best fits your individual and family needs.
Melvin T. Mills, Jr.
Investment Services and Financial Planning at The Bank of Bennington169 North Street Bennington, VT 05201
(802) 445-7982
mmills@moneyconcepts.com
Check the background of this investment professional at:
All securities through Money Concepts Capital Corp. member FINRA / SPIC.
- Not Insured by the FDIC
- Not a Deposit or other obligation of, or Guaranteed by, The Depository Institution.
- Subject to Investment Risk, Including Possible Loss of the Principal Amount Invested