I know I should pay more attention to my retirement planning, but I just don’t have the time right now.
Are you transitioning jobs or starting a new business? As your career evolves, so do your finances. Here are some common questions:
How does the new job change my college savings and retirement plans?
What should I do with my old 401K?
Do I have insurance gaps?
What happens to my stock options or restricted stock?
No matter how prepared you are, changing jobs requires a lot of juggling and mental resources. We work alongside you to make way for a smooth financial transition, keep you and your family safe, and plan for the long haul.
By now, Bill should have been used to it. His technology company found another person at a lower pay scale and he was let go. With three kids, two in college, and a side business managing rental real estate, Bill was too busy to pay attention to the retirement plan. His friend was a client introduced us at a critical time. We:
Completed a discovery meeting
Created a one page advanced financial plan
Consolidated and simplified his retirement accounts
Provided an online portal for all his financial information, he can access whenever he wants
Helped him with a college funding plan
Introduced him to the expert network team, who saved him money with life insurance, mortgage rates, and more
Built a plan that honors his busy lifestyle, relieving stress
Perform ongoing investment management
Bill says, “I just know I’m in good hands whenever I talk with my financial advisor. He knows who I am and I know he knows his stuff. We are safe and secure.” Now Bill has time to focus on his family and his interests, can check on his financial situation whenever he wants to, and knows that he is in good hands.
U.S. Bureau of Labor Statistics. “Number of Jobs, Labor Market Experience, and Earnings Growth: Results From a National Longitudinal Survey.” Accessed Jan. 15, 2020. bls.gov
U.S. Bureau of Labor Statistics. “Employee Tenure Summary.” Accessed Jan. 15, 2020.
The Bureau of Labor Statistics. “Wages and Salaries (Not Seasonally Adjusted).” Accessed April 11, 2020.