InvestORION - Our Personal Financial Planning Service
Planning for retirement and coming up with appropriate financial strategies throughout different stages of your life is tricky. Starting early is usually the best strategy, but it is never too late to consider adding new elements to safeguard and increase your savings. According to the CDC, the average American will live beyond the age of 77, meaning you will need to plan for 10 years of retirement or more. And this is where InvestORION comes in.
Expectation of life by age: United States, 2020
InvestORION is BankORION’s investment arm. We cover numerous topics within our main pillars of Personal Financial Strategies, Charitable Planning Strategies, and Retirement Planning.
Our experienced LPL Investment Advisor Representative, Mark Robbins, will address common planning topics like…
- Inflation: How do I generate a real guaranteed income?
- Legacy: How do I best gift charities and loved ones?
- Longevity: How many years do I have to cover and how much should I invest when?
- Taxation: How do taxes impact my investments now and over time?
- Volatility: How do I diversify and protect my investments?
As a Registered Representative of LPL Financial, member FINRA/SIPC and a licensed insurance agent, Mark has access to a wide variety of investment and insurance products. He has been helping individuals address their financial goals for the past 19 years.
“I'll help you make sound financial decisions consistent with your comfort level, investment timeline, and goals. Periodically we'll review your situation and make adjustments - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.”
Mark A. Robbins
LPL Investment Advisor Representative
Licensed Insurance Agent
Learn more about Mark or schedule an appointment here. Please also don’t hesitate to reach out at 309.764.8811 ext 5523 or at email@example.com.
Retirement Planning Doesn’t End With Retirement
Your financial strategy extends beyond the official retirement date. While you may have saved and smartly invested to live comfortably, Mark will make sure you’re not spending too much money on ineffective Medicare Supplemental Insurance - a product designed to fill gaps Medicare does not cover as the new primary health insurance coverage for retirement.
“What you may not realize is that when it comes to Medicare Supplement plans, they are all alike. They are standardized by the Federal Government. For example, if you selected plan “F” when you were 65, the coverage offered by that plan is identical to every other “F” plan no matter what company offers it. The only difference is the price you pay, so switching to a different plan with the same coverage may save $300 to $600 annually.” Mark points out.
InvestORION takes pride in excellent customer service and offering top rated companies with rock-bottom rates. Give Mark a call at 309.764.8811 ext 5523 or email Mark at firstname.lastname@example.org with any questions today.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BankORION and InvestORION are not registered as a brokerdealer or investment advisor. Registered representatives of LPL offer products and services using InvestORION, and may also be employees of BankORION. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BankORION or InvestORION. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency
||Not Bank Guaranteed
|Not Bank Deposits or Obligations
||May Lose Value
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