Retirement planning, Retirement planning guide

Retirement Planning

What do you want to do after you retire? Travel the world? Start a new career? Spend more time with your family?

Determining your goals and creating a personalized retirement plan will help you retire on your own terms, with a lifetime of income. And the earlier you start your retirement planning, the better. A SunTrust Private Wealth Management Client Advisor can help you set the foundation for realizing your vision and managing your wealth for the long term.

Our client advisors can help you at all stages of your path to and through retirement:

Your prime earning years

Give yourself a hand. You’ve established your wealth and provided for your family. Now, some big questions loom:

  • How much do I need to save for retirement, and how should I invest those savings?
  • How should I balance retirement savings goals with other important goals, such as buying a second home, investing in my child’s education or growing a business?
  • How can I keep my retirement planning from being derailed by unforeseen life events?
  • Do I have some preliminary goals for retirement? What should concern me?

SunTrust’s personalized Private Wealth Management services will help you find the right mix of investments1 to reach your retirement goals. And our lending and insurance1 products can help you meet your immediate needs while staying on path to a fulfilling retirement.

Approaching retirement

As you start to think about retiring, the important question is not just when you’ll retire. You should also think about where you want to live—closer to your children or grandchildren, or to your favorite golf club—and how to make your post-work years rewarding. What types of work would you like to continue? What charitable organizations would you like to support? SunTrust can help you manage your wealth to maintain your lifestyle and accomplish your goals.

In retirement

Retirement gives you the chance to enjoy the benefits that years of hard work and planning have provided. But maintaining your wealth management plan is just as important now as before. Spending is different from saving. We help you determine how to optimize income from assets so your money lasts. SunTrust offers a host of solutions that can help you maintain your lifestyle, manage unexpected illness and create a legacy for your family.

To learn more about how SunTrust can assist you through all phases of retirement planning, visit our Retirement site.


1Offered by SunTrust Investment Services, Inc.

Investment and Insurance Products:

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

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