Planning for Retirement

Sharpen the focus of your retirement vision

At some point, everyone wants to retire. However, when you retire and what your retirement looks like is different for each person.

You might want to retire at age 40 or 70. You might want to travel extensively or take up a part-time job as a passion. Whatever your goals, you can achieve them if you plan accordingly. Your BB&T Wealth advisor will help you pinpoint your retirement vision and chart your course to achieve it, adapting along the way to keep you moving forward.

Where are you on your journey?

Starting out

It’s never too early to start saving for retirement, and the sooner you begin, the easier it is to reach your goals.

Staying on track

Keeping your focus on long-term financial goals requires consistency, flexibility and planning.

Nearing retirement

As you approach retirement, it’s critical to finalize your retirement strategy.

Living in retirement

Taking control of your financial situation during retirement is essential to maintaining your lifestyle and preserving your legacy.

Ready to take the next step?

Schedule appointment

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BB&T Wealth

Your dedicated BB&T Wealth advisor works with you to coordinate, integrate and assimilate all facets of your financial life and all segments of your financial strategy using our exclusive wealth management solutions.

Our solutions

Comprehensive Financial Planning

A strategy designed just for you that considers all of your personal needs and business plans.


With the Vantage Suite of Services, your accounts are integrated to make your financial life as convenient and rewarding as possible.

Strategic Credit

Mortgages, lines of credit and customized lending solutions can be powerful monetary levers to support your overall financial strategy.

Risk Management

The appropriate insurance coverage can safeguard your assets from unexpected disasters and preserve your wealth for future generations.

Retirement and Investing

A detailed plan and customized investing strategy will position you to meet your short- and long-term goals.

Trust and Estate Planning

You can leave an enduring legacy that protects your estate while supporting your philanthropic interests.

Your priorities

Managing Personal Wealth

Handle everyday finances, prepare for life events and protect your wealth to achieve your financial goals.

Optimizing Business Wealth

Grow your business, protect its value, and make a transition plan.

Transferring Wealth

Shape a legacy by protecting your assets while giving back.

Loans, lines of credit and credit cards are subject to credit approval.

Only deposit products are FDIC insured.

Traditional banking services are provided by Branch Banking and Trust Company, Member FDIC.

Investment solutions are provided by BB&T Investments, a division of BB&T Securities, LLC (opens in a new tab) member FINRA (opens in a new tab)/SIPC (opens in a new tab). BB&T Securities, LLC is a wholly-owned nonbank subsidiary of BB&T Corporation. Securities and insurance products or annuities sold, offered or recommended by BB&T Investments are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value.?

Insurance products and services offered through McGriff Insurance Services, Inc., a subsidiary of BB&T Insurance Holdings, Inc., are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may go down in value.

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances.