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Retirement Planning

When it comes to planning for retirement people usually have a lot of questions. While retirement might be right around the corner or years down the road it never hurts to talk with an advisor who can help answer your questions.

We can help answer questions like:

  1. What will it take to retire?
  2. How long will my money last?
  3. What types of investments are appropriate for me?

Our Trust professionals utilize three major principles: Open Architecture, a Tailored Approach, and Competitive Returns with Relative Less Risk.

Open Architecture

Our investment platform is designed to bring you the investment options you need to meet your goals and objectives. We use a combination of individual stocks, bonds and mutual funds to establish a well diversified portfolio that is centered around your risk tolerance and time horizon.

Tailored Approach

Our approach is tailored to your individual investment goals as outlined in a signed investment policy statement. We make certain that we have a firm understanding of your investment objectives before we draft the investment policy statement which sets forth your goals and our responsibilities and is signed by all parties.

Competitive Returns with Relative Less Risk

Our portfolios are designed to provide you with competitive investment returns in the long term with relative less risk in the overall portfolio.

Not insured by FDIC or any other government agency. Not bank guaranteed. Subject to risk, may lose value, including the possible loss of principal.
Not a deposit. Not a condition to any banking service or activity.  


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Union First Market Bank
P.O. Box 940
Ruther Glen, VA 22546