Steve Sherman, Vice President & Relationship Manager, Employee Benefits
Creating a retirement plan that works specifically for you and your needs is more than just picking stocks and bonds.
It’s an intensive process of identifying all sources of retirement income and assets, coordinating the sources to the best use and timeliness, understanding your income requirements and creating a discipline to the reliance of the retirement plan.
After all, it took you decades to get to this time, and it will take time, effort and a clear understanding of all variables of your retirement and assets to create a plan that works. In addition, we, as a Trustee and Personal Representative of estates, will consider your retirement within your estate plan with our expertise.
At Washington Trust, we utilize a disciplined process to coordinate all information and criteria, create a Financial Plan with our Senior Financial Planners and focus toward a long term strategy that places confidence and understanding at a priority.
When our coordination of planning is ready, we will begin to support all goals with the custom investment plan and strategy specific to the objectives identified.
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