Call Us Today! (570) 327-1598

Retirement Planning

Catherine Burns Insurance in Montoursville, PA offers clients a stress-free way to discuss their financial goals for retirement. 

Are you thinking about, or have you already, retired? At Catherine Burns Insurance we will take the time to help you figure out what that means from a financial perspective. We are here to answer your questions regarding the best time to start your social security benefit, what your options are with the money you’ve saved in your company’s 401(k), and how to plan for income in retirement. Our goal is to educate you on your options and help you develop a plan that works best for you.

We also are here to help if you’ve recently changed jobs and need to know what to do with your old 401(k), or if you are looking for investment and retirement planning options outside of a traditional employer’s plan. 

Let us help you navigate all the stages of retirement planning! Call to set up a free consultation with Michael or Lindsay. 

Financial advisor explaining paperwork to elderly retired couple front of desk
Contact us by calling (570) 327-1598 to roll your 401K, your IRA, or simply your CD!
0/5 (0 Reviews)