FAQ's (Frequently Asked Questions)

Q: I worked at a company 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). Can you help me with the paperwork?

A: Yes.

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

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

Q: Do you offer SEPs (Simplified Employee Pension plan)? 

A: Yes.

If we have not answered your question here, please feel free to call us at 888-747-0455 or 561-747-0455