Different Vantage Points, Distinct Strategies

When designing a retirement plan that meets your current needs and future goals, there are many factors to take into account, starting with where you are in life today.


Starting Out

Begin laying the foundation for retirement and learn how to monitor your progress.

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Looking Ahead

Save as much as you possibly can and make sure your retirement plan is built to support your long-term goals.

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Nearing Retirement

Continue to maximize your investments and have the right strategy in place as you approach retirement.

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In Retirement

Determine the best ways to use your savings and continue generating retirement income.

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Enjoy integrated online investing and banking

Easily view and manage your investment and Bank of the West accounts2  online from a single screen.

1Opening a Bank of the West Premier Checking account requires a minimum opening deposit of $500. The $30 monthly service charge will be waived for your first two (2) statement cycles and may be waived thereafter when you maintain at least $50,000 combined average monthly balance per statement cycle in this Bank of the West Premier Checking account plus other eligible personal Bank checking, money market, savings, CDs, and IRAs, and prior end-of-month account balances in eligible BancWest Investment Services investment accounts. Deposit and loan products are offered by Bank of the West. Member FDIC. Equal Housing Lender.

Fifteen (15) $0 commission order executions for equities and Exchange-Traded Funds ("ETFs") per calendar month, per account ($6.95 order executions thereafter), for self-directed orders placed via the BancWest Investment Services online platform, subject to certain terms and conditions and additional fees (please refer to https://www.bankofthewest.com/personal-banking/investments/self-directed-investor.html for further details about self-directed investing available through BancWest Investment Services). If an order placed via the online platform is executed over multiple days, each day's executions for that order will be counted separately and applied against the remaining available $0 commission order executions available that month.

2Deposit and loan products offered by Bank of the West, member FDIC.