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Old National - Indiana, Wisconsin, Michigan, Kentucky

One Main Street, Evansville, IN 47708

TEL: 800-236-6789

 

Life Stages

Your investment strategy should depend, in large part, where you are in life. The Old National Investments Advisors have the experience and expertise to help individuals and families develop and pursue their financial goals.

Below each life stage are some general guidelines on how Old National Investments can help you during each stage of life.

   

The Getting Started Years

Perhaps the last thing a student or person first entering the workforce wants to think about is financial planning; however, it’s a key time to lay the foundation for your financial future. The sooner you begin saving, the more time your money has to grow.

  • Debt and Your Financial Plans
  • Retirement Planning
  • Insurance

   

The Moving Forward Years

Starting to invest for your future is all about developing a plan and beginning to build a solid foundation. Income may be low and debts high but it’s the ideal time to start saving for life’s big events.

  • Retirement Accounts
  • Investment Accounts
  • Insurance
  • Financial Planning

   

The Growth Years

With retirement years away, time is still on your side. However, it’s time to create your true retirement plan. Think about variables like ideal retirement age and major expenses that might throw off your retirement plan including the purchase of a new home or paying for a wedding.

  • Retirement Planning
  • Education Investing
  • Insurance
  • Financial Planning

   

The Prime Earning Years

Now is a critical time to meet with your Old National Investments Advisor because you’re most likely accumulating the most retirement assets during this time. Whether you have a number of years to work or retirement is right around the corner, it’s important to regularly visit your plan and make adjustments accordingly.

  • Investment Management – Mutual Funds, Stocks, Retirement Accounts
  • Financial Planning
  • Savings & Investments
  • Insurance

   

The Retirement Years

Everyone wants to retire comfortably without worrying if their money will last or if they will have enough to leave behind for loved ones. Even after you have retired, it’s important to continue adjusting your financial plan.

  • Trust Planning
  • Estate Planning
  • Portfolio Management
  • Savings & Investments
  • Retirement Income Planning

Having a solid financial strategy requires you to realize that your financial needs change as you migrate through different stages in your life. An Old National Investments Advisor can help you make sound financial decisions for you, your family and your future.