BANNER HEALTH 401(K) RETIREMENT PLAN
Working with Healthcare Professionals to Educate, Plan, and Transition into retirement.

Education
How to log into your account
Update Personal Information
Review/Change Contributions
View Your Balances
Investment Options
View Current Allocations
Understand Your Statement
Beneficiary Review
Locate Tax Forms

Retirement Goals
Will YOU be comfortable
When will you retire
How much do you need
Where will you get income
When will you get income
How much to save
Personalized allocation
Timeline Milestones
What happens if/when you die

Solutions
Keep your goals updated
Adjust accounts
Risk Management
Investment Strategies
Contribution Changes
Income Planning
Consolidating Accounts
When to start Social Security
Legacy Planning

Ongoing Service
Life Constantly Evolves
We are here to help you through your life's journey.
Job promotions & Changes
Marriage or Divorce
Births & Deaths
Switching Employers
We continue to work with you during your career and into your retirement.
Arizona Clients - In Person and Virtual Meetings
Virtual Meetings for clients in: California, Colorado, and Nevada.
Learn How To Protect Your Investments With A In-Service Distribution Strategy
Are you 5 years from retirement? You should to know about three important actionable steps you could take to prepare for your retirement transition. Email Todd to discuss your situation before you run out of time.
ADVANTAGES OF WORKING WITH AN ADVISOR:
Retirement planning advice and support from a Certified Retirement Counselor ®
Personalized investment strategies
Integration and coordination with your outside assets
Opportunity to reduce investment expense and managed risk
Access to thousands of additional funds
59 ½: Why is this Age So Important?
Turning 59 ½ is an important age in your financial life. Grab this free guide to learn about why this age is so crucial.