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Retirement Planning

It’s important to start saving as early as possible for your retirement. But no matter what your age, we can help you design a plan that maximizes your retirement savings while also delivering tax advantages right now.

man golfing in retirementWashington Trust will help you:

  • Identify your long-term retirement goals
  • Develop sophisticated investment strategies
  • Clearly define your future objectives
  • Monitor and fine-tune your portfolio along the way
  • Achieve a successful outcome

We want to help guide you in the direction that will best accomplish a secure financial future for you, your family and all your other financial interests.

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Washington Trust, the "W" logo, Washington Trust Wealth Management and Halsey Associates are registered trademarks of The Washington Trust Company.
Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

Not FDIC Insured No Bank Guarantee May Lose Value Not a Deposit Not Insured by any Federal Government Agency