Derbigny Group ~ Services for Today & Tomorrow

Retirement Planning

So, you have worked so hard for a major portion of your life and you are wondering how long your retirement funds will last or if you have saved enough to continue supporting your lifestyle. Maybe, you have recently had a lifestyle change (Baby, Occupation, Education, Death, etc.) and you are thinking about early retirement. Or quite possibly, you have just enrolled in your retirement plan and you are unsure of how to properly invest your hard earned money. Are you concerned about the fact that your original investment strategy doesn’t appear to be working and you are losing or have lost confidence in the market place? Are you taking advantage of all the financial vehicles designed to help you prepare for your retirement besides your company sponsored pension and retirement? Is your company in need off additional tax breaks or do you need certain benefits that can aid in attracting and retaining highly skilled and valuable employees? As an Independent Business Owner, have you properly prepared for your own personal retirement? Could you be contemplating the sale or closure of your business?

If you have pondered on any of these or similar questions; or if any question remains unanswered; let’s work together to address your concerns and develop a proper and effective solution. The Derbigny Group can help.

Representatives registered with and securities offered through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC.

6187 Carpinteria Ave, Carpinteria, CA 93013 Phone: (800) 874-6910.

The Derbigny Group and PlanMember Securities Corporation are not affiliated entities.
Important Legal Information & Disclaimer

FINRA: Financial Industry Regulatory Authority SIPC: Securities Investor Protection Corporation