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Retirement Planning

Transition to retirement can be an uncertain time. Generating enough income from an investment portfolio to replace traditional income is a question faced by many individuals. AMG National Trust Bank helps you understand your current financial position and the steps necessary to ensure a smooth transition to retirement.

Supported by AMG’s expert advisors and exceptional service, our clients develop a plan to build an investment portfolio that will support them through retirement. AMG evaluates your long-term financial needs and develops a strategy to take advantage of opportunities to build current assets for use during retirement. Using retirement plans, trusts or other special vehicles, AMG will execute your plan for long-term financial security and help you discover the real value of retirement planning: peace of mind.

Investment products: Not FDIC insured • No bank guarantee • May lose value