Investments are simply the tools necessary to achieve a desired goal. In this case, the Tri-City Retirement Program is designed to help you plan for and invest for your eventual retirement. Of course, everyone has a different idea about what retirement means to them. It is a very personal decision but we have provided a few short, but useful, videos about retirement for you. The first video explores the question of how much income you’ll need in retirement.

How Much Income Do You Need In Retirement?: inv-video-howMuch

The second video focuses on how much you should save for retirement while you are working.

How Much Should You Save For Retirement?: inv-video-income

Finally, here is a short video on portfolio design.

How We Design Portfolios: inv-video-portfolio

The Tri-City Retirement Program provides three categories of investment portfolios: Target Date Retirement Income Funds, Model Portfolios, and Custom Investment Portfolios. Click the links below to find out more about each option.


Target Date
Retirement Income Funds

A standalone, managed solution that requires little maintenance by the


Model Portfolios

Risk-based model portfolios created by Prudent Investor Advisors.


Custom Investment Portfolios

A selection of funds for constructing your own custom portfolio.