Living your dreams

This is what you've been working for... your retirement. Your investment strategy needs to generate income for you for today, yet continue to grow to combat the impact of inflation and to preserve a legacy for your heirs. At Ziegler, we specialize in income-oriented investment products that will help you meet your goals. Through a combination of our Ziegler-underwritten bonds along with other investment opportunities, your financial advisor will help you manage your need for income.

In addition, the products and services we offer such as Healthcare Savings Accounts, Trust Services and Donor Advised Funds will help you secure your future and leave your legacy.

How can I make sure that my savings out-last ME?

Enough income to support the lifestyle you desire for as long as you need, and a legacy to leave your loved-ones. How do you accomplish all of that? You'll need a comprehensive plan that gives you income, protection, and yet keeps growth in mind not just for your future but for future generations.

We've provided some tools, and some planning topics to get you started, but you can achieve greater peace of mind by putting together a financial plan with an advisor that is an expert in retirement planning.

• Asset Allocation 
• Financial Planning 
• Retirement Income Planning 
• Emergency Fund Planning 
• Tax Planning 
• Estate Planning 
• Charitable Giving 

Calculators

• I'm retired, how long will my savings last?
• RMD Calculator
• Taxable Equivalent Yield
• How do taxes and inflation impact my return?

The Next Step

You've identified your needs and goals, but you need help putting together a roadmap to get there. Now what?

It's simple:

• If you're already a Ziegler client, call your Ziegler financial advisor today.
• If not, contact our Client Service Center at 888-884-8339 or clientservice@ziegler.com.
• If you're interested in a complimentary, comprehensive financial plan, complete our questionnaire and we'll put together your tailored financial plan using our sophisticated tools and expert advice.