Retiree LifeStage Strategies

Live the Retirement Lifestyle of Your Choice

Protecting your wealth and paying yourself is the first step to living the retirement lifestyle you've planned for. It's important to stay open to new ideas and opportunities to leverage your money, making the most out of the money you earned. 

  • Take advantage of senior discounts
  • Only invest in carefully researched, verified opportunities
  • Stay informed with frequent investment and insurance portfolio audits
  • Create a complete and detailed listing of your financial, investment, insurance, and trust products and place them in a safe deposit box
Retiree

Trust Services

You've worked a lifetime to build your assets. Preserve your legacy for your loved ones now to ensure they're cared for in the future. Our trust professionals are here to guide you through the complexities of trusts and estate planning. 

Learn More

Investment Center

Make the most of your financial decisions with a locally-based financial expert by your side. Allow our LPL Registered Representatives to provide clear, easy to understand information about how to manage your investments in retirement. 

Learn More

Determine what you need to achieve your goals and stay on budget.

Net Worth Calculator

Mortgage Payoff Calculator

Your Hometown Bank. No Matter Where You Go.

First Columbia Bank is here for you at all stops on life's financial journey. Whether you're enjoying retirement in your hometown, or perhaps you're a snowbird heading south, our easy and convenient banking services will go with you.

Mobile Banking

Fee Free ATMs

Let's Connect