401K/IRA Review/Rollover Services

This financial planning service is designed to guide you through the often complex process of dealing with all aspects of your 401K and IRAs. We review your overall financial situation and evaluate your appetite and capacity for risk.

Once this information is developed, we review your 401K or IRAs and provide recommendations on asset allocation, investments, contributions, and beneficiary selection. We can also assist you with rollovers, consolidations and distributions. This service typically requires 4-6 hours of discussion and analysis with an overall cost in the $600-$1100 range.

To learn more, please contact us today.