Plan for a better tomorrow.

Contact Us

Preparing for Retirement

Firefly guides you along the golden road.

Planning for retirement takes careful consideration and measured analysis to match your savings strategy with your lifestyle choices. After so many years of working, you deserve the opportunity to transition comfortably into this exciting phase of life. We're here to provide the services and expertise you need to lead the life you want.

  • Enjoy exclusive discounts and benefits from the MEMBERS Prime Club 
  • Review your investments to ensure your risk exposure is aligned properly with your goals
  • Consider if downsizing to a smaller home or refinancing your mortgage makes sense to save money
  • Analyze your beneficiary structure to ensure it still fits your plans

With you for the long haul.

Even after you've entered into retirement, your relationship with us remains important. Our Wealth Management team will review your investments regularly and make adjustments based on changes in your life. And you can always rely on our valuable products and service to manage your daily finances.