Retirement Saving

  • Plan Review

I can review your current employer’s plan and provide you with a personalized investment allocation selecting the appropriate funds based on your unique needs.

  • IRA Rollover

If you’ve left a 401k with a previous employer, it is usually better to roll it over to a self-directed IRA. I will explain your options and, if desired, assist you in transferring your retirement savings to the brokerage firm of your choosing. If you desire on-going investment management, I can assist you in rolling your plan to an IRA at Scottrade®. Once the proceeds have transferred into your new Scottrade® account, I will structure a customized investment allocation of No-Load (no commission) Funds and Exchange Traded Funds (ETF’s). The fee for management services is based on your assets and the desired level of service.


College Funding;  Why Plan?