Whether you are an employer that provides a qualified retirement plan to your employees, a participant in a qualified plan, or you are the owner of an individual IRA or ROTH IRA, we want to help you maximize the benefits of your savings program. Too often, people receive “rules of thumb” about investing and standardized rollover advice, without considering all of the options and potential strategies that are available to them. We want to change that.
We believe that in order to be successful in preparing for retirement, first you must define what success looks like to you. How does your 401k or IRA factor into your retirement picture? Do you know how your account balance translates into a retirement paycheck? There are decisions that you make today that may have an impact many years from now. Our goal is to get you moving on the right path today.
For many workers, the first time they ever get a call from a financial professional is when they have the opportunity to rollover a retirement account. If you have the opportunity for a rollover, in-service plan withdrawal, or own an IRA account, we can help you explore the decisions you have to make and equip you with the relevant information to make a wise choice.