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Every retirement plan is different, including yours.

"How do I plan for retirement?"  "What's the best way of saving for retirement?"  "Will my pension plan and 401(k) be enough?"

All good questions. And all easily answered, with a little help from Univest.

With the expert guidance of a Univest Wealth Management Advisor, you'll turn questions into answers and concerns into confidence, thanks to our customized retirement solutions that provide:

  • Your own personalized retirement plan
  • Contingency plans for the unexpected
  • A potential stream of retirement income

We will help you every step of the way, from planning to budgeting, organizing to saving, deciding when to retire to assisting you in the transition to retirement living. Start here to set the stage for your retirement by taking our retirement assessment. Or get a quick preview of what you and your Univest Advisor will be discussing with our retirement calculator tool that covers everything from retirement savings to pension planners.


Investment products offered by Univest Bank and Trust Co.'s Wealth Management and Trust Division and Univest Investments, Inc., member FINRA and SIPC, a licensed broker dealer and investment advisory subsidiary of Univest Corporation of Pennsylvania, are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including possible loss of principal amount invested.

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