You know those assets must last a lifetime. What you may not know is you're in control. For most Penn State retirees, it makes sense to look beyond the options offered by TIAA. To decide what's best, you need a plan. One that considers the intricacies of retirement investments, asset distribution and Social Security.
Your retirement plan must be both personalized and comprehensive. It should be paired with professional advice that:
The King Wealth Strategies team's sole focus is retirement strategies and investing. We're based in State College and combine expertise with small town caring and compassion. Most importantly, we understand:
Penn State is not affiliated with and is not endorsing Raymond James.
Ready to learn more?
Let's chat about your plans and see if we're the right fit. Give us a call at (814) 234-3300 or send us an email.