FAQ's (Frequently Asked Questions)

Q: I worked at a law enforcement agency/company/school system for a long time. When I left there, I was overwhelmed by all the choices I had, so I just left my old 401(k) or 457, DROP. Can you help me with the paperwork?

A: Absolutely! Many of our clients started with us because of company plans that needed to be rolled over

Q: Do you handle Managed Accounts

A: Yes. We meet with each client to determine their goals and then present a plan of action which is customized for them

Q: I am not happy with my current Financial Advisor. If I decide to go with you, do I have to talk to them again?

A: In most cases, we can just handle the transfer with your written permission.

Q: My husband died a few months ago and I keep getting all these statements that I do not understand. Would you be able to help me?

A: Yes, we have helped many widows over the years. We welcome your call.

Q: I own a business and I need to make some future plans for what happens after I am gone. Is this something you can assist me with?

A: Yes, we handle Key Person Insurance as well as Buy-sell agreements for those looking to sell a business

Q: My lawyer told me I need a large life insurance policy for estate planning needs. Is this something you can handle for me?

A: Definitely. Because we are independent, we have access to carriers with very competitive rates and we are experienced in handling larger cases