The Rollover Question

This question comes when you are already under a lot of stress – either because of a job change or a retirement.

You want your money to grow, but you fear the loss of everything you have worked so hard to build.

You need to feel comfortable that the person you're working with understands the value of the dollars you have worked so hard to save. Someone with the maturity to have endured market volatility and declines; and who understands the importance of tempering expectations when the market reaches unrealistic highs.

Your 401k Rollover or IRA Rollover may be one of the largest checks you ever have the responsibility of investing. Contact us to visit about your options.