When you leave a job, you may not realize that the money in your employer-sponsored 401(k) plan can leave with you. Did you also know that the majority of plans allow employees to rollover funds while they are still working ?

We can assist you with your 401(k) rollover decisions, allowing you to transfer your balance into your own individual retirement account — while still keeping the money tax-deferred.

Our focus is on strategies to Grow Your Money Safe (with NO RISK of LOSS), Minimize Taxation when possible and create opportunities for Guaranteed Income for Life in future years.

If you are younger and have a number of years left in your work career, the more important question to ask yourself is:

• Why Are You Saving This Way ? Is there another alternative that I should be considering to replace or, at least compliment what I am already doing ?
• We educate our customers on the importance of understanding the OLD vs. NEW Rules of Retirement and developing savings strategies that address today’s current risks and have the flexibility to meet multiple needs.