FDIC-Insured – Backed by the full faith and credit of the U.S. Government
Retirement sneaks up faster than expected. One day you’re opening your first 401(k), and the next you’re wondering if you’ve saved enough to enjoy the retirement you’ve dreamed of.
No matter what stage of life you’re in, now is the time to pause and reflect on your financial future. Whether you’re just starting out or nearing retirement, revisiting your investment strategies, 401(k) plans, and savings goals is essential. Think of it like a seasonal tune up, not just for your car, but for your life.
Maybe life got busy. Maybe your goals have shifted. That’s okay. At Chesapeake Bank, we specialize in guiding individuals and families through every phase of their financial journey. We encourage our customers to take a moment to:
- Review your 401(k)s and IRAs: Are you contributing enough? Is your portfolio balanced for your age and goals?
- Evaluate your investment strategy: Markets shift, your plan should too. Consider speaking with a financial advisor to ensure your investments align with your retirement timeline.
- Update your beneficiaries: Life changes happen. Make sure your accounts reflect your current wishes.
- Explore retirement tools: IRAs, CDs, and other savings options can complement your 401k and Social Security plans.
Just starting out:
It could be that you thought you had more time, or that your employer doesn’t offer a 401(k) plan, it’s never too late to start. Visit one of our branches and get started today.
We offer:
- Traditional IRA – for deferred tax to help ease this year’s bill
- Roth IRA – for untaxed withdrawal in your later years
- SEP IRAs – for the business owners who want to help build their employees’ future
Need help pulling together years of good habits?
Chesapeake Wealth Management can do just that. Meet with an advisor and make sure your money is working as hard as you have.
Here’s what our team offers:
- Comprehensive investment portfolio analysis
- IRA and 401(k) rollover management
- Tax-efficient planning strategies
- Personalized portfolio construction
- Integrated estate and legacy planning
With over 50 years of experience and a deep commitment to our community, our advisors provide hands-on, locally available support designed to simplify your life and help secure your legacy. Your future deserves attention and now is a great time to take action.
Contact Chesapeake Wealth Management today for a complimentary consultation and learn how we can support your journey toward a secure and fulfilling retirement.
“Through Chesapeake Wealth Management, I love helping my clients with all aspects of their financial situation. Whether its navigating volatile markets, helping with estate or tax planning or easing the transition from working into a retirement lifestyle, I thoroughly enjoy seeing my clients accomplish their financial goals.” Steve Cornwell, CWM Vice President Wealth Management Advisor and Infinex Investment Consultant.
*Chesapeake Wealth Management is not insured by FDIC or any federal government agency, may lose value, and is not guaranteed by Chesapeake Bank
