Personal Retirement Analysis

Our clients for this service typically are people who have a balance of $250,000 or more in a retirement account with their former employer and want to find someone they can trust to help advise them what to do with it.

Who is it best for?
How does it work?

The service works best for clients who can answer ‘yes’ the the following questions:

  • Do you have an old 401k or other type of retirement plan still at your old employer that you are unsure what to do with?
  • Have you thought about rolling it over but don’t trust the advice of a broker or other financial advisor who you feel is trying to sell you to earn a commission?
  • Do you wish you had the opportunity to get objective advice about all of your options with no products sales or commissions involved?
  • Would you like to get help from someone who has taken a written pledge to only work in his client’s best interests?

Here’s how we help:

We discuss your current situation and your goals for the money.

We assess your tolerance for investmentĀ risk.

We review the pros and cons of all of your options with you (including Roth IRA rollover).

We make a recommendation for your asset allocation and specify low-cost investments that have proven track records.

We explain all of the paperwork that you will need to complete to initiate your rollover.

We follow-up with you to see if you have hit any snags in completing your rollover.

Contact us if you think we may be able to help you.

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