Frequently Asked Questions

Have a specific question that needs answering? Here are some answers to frequently asked questions that we receive.

Q: Tell us more about your company.

A: For more than 20 years, our professional retirement planners have been helping people throughout the country. Our clients have ranged from those just getting out of college beginning to plan for their future to high net worth professionals looking for investment opportunities.

Q: I don’t know anything about investing! How do I start?

A: That’s what we’re here for! To learn the basics about investing for retirement, check out this page.

Q: How much should I save for retirement?

A: This is a question we get asked a lot. And it all depends on what your goals are once you retire. Remember, you want to have more than enough in your plan so adjust accordingly. Try save a little more each month if you’re afraid you aren’t saving enough.

Q: When is the best time to start saving?

A: The best time to start saving for retirement is sooner rather than later. Remember, the later in life you start, the more likely you won’t have enough once you do retire. We suggest as soon as you get your first job you start a retirement plan.

Q: If I switch jobs, what happens to my 401(k)?

A: Again, this is a question we get a lot from our younger clients. Remember, even though the 401(k) was set up by your employer, it is your plan. That means when you leave your job, your 401(k) will come with you. What you do with it, is up to you.

Q: How can I get in touch with you?

A: Still have a question that hasn’t been answered here? Let us know! Contact Capital Services Center today for more information.

Now is the Time to Start Saving!

Calculators

Quickly see how much you will need to retire and how much you will need to save.

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