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 a plan that is right for you.

• Many employees are roped into annuity products that can be poor investment options for 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 the savings already being in a retirement account.

• There are often times large commissions tied to these annuities for the sales person and their company and they may not be looking out for your best interest.

Please reach out to us and we can give you

Don’t have an advisor yet? You’ve come to the right place. Talk to us about setting your financial goals to put yourself where you want to be in life.

Don’t put it off any longer! The more time you have until retirement, the more likely you are to reach your goals.