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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 844.206.8900 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.

Investment and Insurance Products:

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

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

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Services provided by the following affiliates of SunTrust Banks, Inc.: Banking products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., and GenSpring Family Offices, LLC, each of which is registered as an investment adviser with the U.S. Securities and Exchange Commission. Mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, 1‐800‐634‐7928. CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee #MB‐989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, IL 60601, 1‐888‐473‐4858, MA: Mortgage Lender license #‐ML‐2915, NJ: Mortgage Banker License ‐ New Jersey Department of Banking and Insurance, NY: Licensed Mortgage Banker—NYS Department of Financial Services, and RI: Rhode Island Licensed Lender.

"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., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory 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 Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.

SunTrust Bank and its affiliates do not accept fiduciary responsibility for all banking and investment account types offered. Please consult with your SunTrust representative to determine whether SunTrust and its affiliates have agreed to accept fiduciary responsibility for your account(s) and if you have completed the documentation necessary to establish a fiduciary relationship with SunTrust Bank or an affiliate. Additional information regarding account types and important disclosures may be found at www.suntrust.com\investmentinfo.

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.