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Retirement Planning

Your life. How you live it.

Like all good Texans, you’re not slowing down in retirement. So, why should your income? Let’s plan for the next chapter by ensuring a portfolio income strategy that keeps you moving in the right direction.

We’re here to get to know you, your investment personality and your vision for the future. Our customized approach to strategic wealth management provides you with the insight and retirement planning tools to ensure a retirement future worthy of all those hard-working years.

We’ll explore your investment personality and your goals:

  • What’s important to you in retirement
  • Your outlook on investing and risk tolerance
  • The accessibility of your assets
  • Your level of involvement in the retirement planning process

We’ll create a plan for peace-of-mind to help you:

  • Maintain your lifestyle after retirement
  • Plan for significant increases to your estate
  • Accommodate changing laws governing retirement benefits

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Insight Digital and Insight Advisor are offered through Broadway Wealth Solutions, Inc., a Registered Investment Advisor wholly owned but separate from Broadway National Bank. For further information, please contact us for a copy of our disclosure documents, including Form ADV Part 2A and supplemental materials.

Broadway Bank and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK GUARANTEED • MAY LOSE VALUE