Longevity and the Future of Retirement

While the prospect of living a long, healthy, and happy life presents an exciting opportunity, for most it will take thought, planning, and discipline to build a successful retirement. Given the likelihood of longer lives and the probability of Social Security and Medicare rollbacks in the future, individuals will bear a larger burden for their retirement and healthcare funding. Financing an extra five or 10 years in retirement will challenge many retirement-age individuals, perhaps incenting them to pursue ways to continue working—albeit on more friendly terms.

Please click here to learn more about “Longevity and the Future of Retirement.”

We welcome the opportunity to speak with you more about longevity and its impact on your plan for retirement. 
 

CAPTRUST Des Moines

CAPTRUST’s Des Moines office was created through the acquisition of institutional retirement practice of Holmes Murphy & Associates in December 2010. The office is comprised of a specialty team of institutional retirement advisors with over 60 years of combined industry experience. Our institutional advisors are experts in defined contribution plans—such as 401(k), 403(b), and profit sharing plans—defined benefit plans, and nonqualified deferred compensation plans. Our core institutional services include fiduciary and investment management, participant education and advice, provider due diligence, and vendor management. All services are provided with clear, unbiased advice by our experienced fiduciary partners.

The Des Moines team also offers Private Wealth Services for executives and senior leaders of our institutional clients and affluent investors. With a focus on comprehensive financial planning, we embrace a holistic approach to managing our clients’ investment and insurance needs. Leveraging our institutional-quality investment research, our services are designed to help you confidently grow and protect your financial assets.

  • Jim Pierce

    Senior Vice President
    Financial Advisor
    Institutional

  • Jean Duffy

    Senior Vice President
    Financial Advisor
    Institutional

  • Andrew Shimp

    Vice President
    Financial Advisor
    Institutional

  • Aaron Morris

    Vice President
    Financial Advisor
    Private Wealth

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high net-worth individuals. Headquartered in Raleigh, N.C., the firm represents $103 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Kansas, Massachusetts, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Washington, DC. To learn more, visit www.captrustadvisors.com or www.captrustnonqualified.com.