The Rollover Question - What do I do now?
This question usually comes at the very time when you are already under a lot of stress – either because of a job change or a retirement. It's unfortunate that most financial advisors begin the 401k Rollover or IRA Rollover conversation with a question like this:
"How much risk are you willing to take?"
This is the wrong way to begin this conversation. At Bertrang Financial, we understand that you want to see your money grow, but that you also fear the loss of everything you have worked so hard to build.
You need to feel comfortable that the person sitting across the table understands the value of the dollars that you have worked so hard to save. Recommendations should come from someone with the maturity to have endured the experience of market volatility
and declines; and who also understands the importance of tempering expectations when
the market reaches unrealistic highs.
Mark Bertrang, the president of Bertrang Financial and the creator of the Financialoscopy® believes his decades of service provides the essential experience, wisdom and maturity when his clients are searching for answers to their 401k Rollover and IRA Rollover questions.
Your 401k Rollover or IRA Rollover may be one of the largest checks you ever have the responsibility of investing. Contact our office to arrange a time to visit with us about your options. We understand the seriousness of your 401k Rollover or IRA Rollover decision. We'll help you explore all your possible options.