Your Old Retirement Plan
New job? Or were you forced to leave your old retirement plan due to new management? Please don’t get caught in the trap of a contract with the retirement plan company.
We will explain your options and help guide you through the process of taking control of your money.
Many healthcare workers were forced off their retirement plans due to new hospital management recently. Typically the old company will recommend products to those who don’t get transferred onto the new retirement plan. Often times these products are not in the best interest of YOU, the employee. We want to go over your options with you, setup proper investments, and start a plan that is right for you.
Many employees are roped into annuity products that can be poor investment options for their retirement dollars.
These annuity products can lock your money up for years and can penalize you if you want to take your money early.
Many of the usual benefits of an annuity are meaningless due to your savings already being in a retirement account.
There are often times large commissions tied to these annuities for the sales person and their company.
They may not be looking out for your best interest!
Please reach out to us and we can discuss ALL your options. There are many more options available than just annuities. Feel free to call us directly 505-229-2294. Email our retirement expert directly. Or Choose A Time to talk on the calendar link below to set an initial phone appointment.
“What does it cost me?”
NOTHING. We don’t charge for consultations or meetings. If you choose to invest with us, our fees are similar to those you are paying with the current retirement plan.
“What do I need to have ready before i call?”
Just yourself. If you have a few details about your old plan account, that’s great, but it is not necessary. Don’t worry about account size or feeling like you’re not an expert on the subject. That’s our job.
“What if I’ve already signed paperwork with the old company”
BE AWARE - you have 10 days under Louisiana law in order to cancel the annuity and get your money back.
