Why I Became a Financial Advisor
To me, being a financial advisor is more than a job. I get to help people strategize an area of their life, that if done correctly, can set them up to have a wonderful retirement. Everyone’s situation is unique and over the years, I’ve been lucky enough to help professionals organizes their finances in a way that is meaningful to them.
How Many 401(k)s Do You Have?
Professionals who find themselves mid-career and still carrying 401(k)s from previous employers might have an opportunity to optimize their portfolio.
We regularly see fees that could be eliminated, risk that could be reduced and updates that would benefit the investor.
Do you have 401(k)s remaining from previous jobs? If so, we’re happy to set up a free review!
