Retirement Planning

Employer Plan Review

Long Run Financial, Ltd will review your current employers plan and provide you with a personal allocation selecting the most appropriate funds based on your unique needs.

IRA Rollover

We can assist you in rolling a previous employer’s plan into an IRA with Scottrade®. Scottrade® offers No-Fee IRA accounts, low trading fees, and a host of No-Transaction Fee mutual funds.  We also offer account consolidation.