Switch To SunTrust

It's easier than ever to bank with SunTrust

Learn More

A SunTrust Financial Advisor can make the difference towards a successful retirement plan

Retirement Investment Planning, Retirement Portfolio, Retirement Plan

Retirement Investment Planning

In the past, people chose their careers, stayed with the same company throughout their employment and retired with a pension. Today, you’re more likely to change jobs—and sometimes even careers—numerous times during your working lifetime. And that means you, rather than your employer, bear the burden of making sure you are financially prepared for your retirement.

Take a long-term view
Building up retirement funds is obviously a big challenge—and one that requires sound, long-term investment and retirement planning. Yet with such a dizzying array of investment options, it can be hard to know where to start. A SunTrust Investment Services advisor can help guide you through the range of investment choices and help you put together a savings and investing strategy and a long-term retirement game plan that’s right for you.

Seek expert advice
SunTrust manages the retirement portfolios of more than 4,000 workplace retirement plans and nearly 2 million individual SunTrust customers nationwide. So you can be confident you‘re getting experience and advice you can count on.

Look at a variety of options
SunTrust Investment Services offers annuities, equities, bonds, mutual funds and other investment options from the country’s top financial-services companies.

Ask for personalized advice
To learn more about the investment choices we offer and get your retirement game plan off the ground, call 866.732.1687 and speak with a SunTrust Investment Services advisor today.

To learn more about creating your retirement portfolio, visit Retirement Investment Solutions and Retirement Savings Products or talk to your SunTrust Investment Services advisor.

Retirement Planning Experts

You have questions about your retirement: When should I apply for social security? What kind of lifestyle do I want? At SunTrust, you have direct and easy access to retirement planning experts who can help answer these questions.

Many of our advisors have earned Chartered Retirement Planning Counselor (CRPC) or Certified Financial Planner (CFP) designations. They are trained to help you develop your personal retirement road map.

SunTrust Offers Leading Products

Once we have answered your retirement questions, you need access to investment solutions to get you to your goals. Our advisors can offer tailored suggestions and ongoing guidance on retirement products from some of the best providers in the industry, and will work to make sure you get the best combination of savings and investment options to meet your goals.

Securities, Investment and Insurance Products and Services:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

© 2014 SunTrust Banks, Inc.

Equal Housing SunTrust Bank is an Equal Housing Lender. Member FDIC.

Equal Housing Equal Housing Lender. SunTrust Mortgage, Inc.

SunTrust, SunTrust Mortgage, SunTrust at Work, SunTrust Mobile Banking, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Solid Theft Protection, Ridgeworth Funds, RidgeWorth Capital Management, Wealth Select, AMC Fund Select, AMC Pinnacle, AMC Premier, Access 3, Bank Your Way Snapshot, Signature Advantage Brokerage, Custom Choice and Sure Pay are federally registered service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of SunTrust Banks, Inc.: Banking and trust products, including investment advisory products and services, are provided by SunTrust Bank, member FDIC; securities, insurance (including annuities), and other investment products and services are provided by SunTrust Investment Services, Inc., an SEC registered broker/dealer and a member of the FINRA and SIPC, and a licensed insurance agency; investment advisory products and services are offered by SunTrust Investment Services, Inc. and Ridgeworth Capital Management, Inc.; mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, toll free 1-800-634-7928 CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee, MA: Mortgage Lender license #-ML-2915, NH: licensed by the New Hampshire Banking Department, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, and RI: Rhode Island Licensed Lender. © 2014 SunTrust Banks, Inc. SunTrust and SunTrust Mortgage are federally registered service marks of SunTrust Banks, Inc. How can we help you shine? is a service mark of SunTrust Banks, Inc.

"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., an SEC registered investment adviser and broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products, and other investment services.

SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Banks, Inc., SunTrust Investment Services, Inc., and Ridgeworth Capital Management, Inc.

SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.