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Retirement Planning

Broadway Wealth Management can help you develop a plan that gives you peace of mind and security.

Anytime is the right time to consider taking steps toward creating your unique retirement plan. It's a critical component of wealth management and requires that your advisor understand your long-term financial goals, your current circumstances and your family's desires.  Retirement planning is not just about maximizing your employer's retirement plan; it's a comprehensive plan that considers your current financial obligations and your long-term financial needs.     

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Comprehensive planning

Retirement should be a time to enjoy the benefits of your hard work and the wealth you've built. Whether you chose to spend your retirement exploring new destinations or creating new memories with your family, it should be done without fear for your financial future. Our advisors take a holistic approach to retirement planning—this means evaluating your financial needs beyond maintaining your monthly income to live comfortably. They will work with you and your family to discuss additional needs that should be considered; this includes long-term care, medical benefits and other lifestyle support needs. Let us help you prepare for retirement and give you peace of mind during this next chapter of life.          

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Looking ahead

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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Goals and Investments

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         

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Our Fiduciary Commitment

Our advisors are held accountable to the highest standards because we believe it’s the right thing to do. We will always put your interests ahead of our own and are transparent with our fee-only services.  As an independently owned organization, we remain committed to providing our clients with sound guidance, never selling an investment product just to earn a profit.
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A Banking Experience Unique as You.

Our Private Banking team is ready to collaborate with you

Broadway Bank's Private Banking team provides concierge services specifically curated for clients who need a dedicated banker to assist them with personal and business financial needs. 

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Private Banking Secured Revolving Line of Credit<sup>1</sup>

The low-rate Secured Revolving Line of Credit is available exclusively for Broadway Bank Private Banking clients who would like to use their wealth management assets as collateral.  

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Broadway Wealth Management:
Broadway Bank Wealth Management 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.


Investments are:
Not FDIC insured
Not guaranteed by the bank
Not a deposit
Not insured by a federal government agency
May lose value

Broadway Bank Private Banking:
1Membership qualifications to Private Banking at Broadway Bank apply. All loans subject to credit approval, verification and collateral evaluation. Rates, terms and conditions are subject to change without notice. Lending area and other restrictions apply.

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Broadway Wealth Management

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Revolving Lines of Credit

Purchase new equipment using cash

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