Even if there are many years between you and retirement, you can take steps now to get on track. A SunTrust Advisor has the expertise to help you see where you are now and discover which steps will be most effective to get you confidently to retirement.
Using a proprietary planning solution called SummitView®,1 you and your Advisor can create a plan for retirement that reflects your specific goals and objectives. You'll gain a comprehensive, convenient view of all your retirement assets — no matter where they're held — making it easy to see how they will work together to create income that lasts a lifetime.
1 Published on July 25, 2014, Inside Advice 2014, is the fifth iteration of this research series for Hearts & Wallets, LLC. The report focuses on two primary research efforts that enable this study to provide a complete view of how retirement advice is being executed in the marketplace today, and where retirement advice is headed in the future. The assessments and commentary of the advice experiences are exclusively those of Hearts & Wallets. These assessments are informed by their extensive, ongoing research on investor needs, wants and attitudes. For information on the research, please call 404-813-8461.
"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. and SunTrust Investment Services, 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.
SunTrust SummitView is a federally registered service mark of SunTrust Banks, Inc.