The Team
Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and plan, it may make financial sense to roll over some of your assets while you’re still working and contributing to a plan. We help our clients determine if they should roll over some of the assets in their 401(k) plan to an IRA. Rollovers are just one thing we help clients consider as we use our exclusive Confident Retirement® approach to create comprehensive financial strategies that evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow — with confidence.

Our Advisors

James Stefanoff

James Stefanoff

Financial Advisor

More about me...

Contact

james.e.stefanoff@ampf.com

937.240.0874

Top Areas of Focus

  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies

VISIT MY WEBSITE

Thomas McTaggart

Thomas McTaggart

Associate Financial Advisor

More about me...

Contact

thomas.mctaggart@ampf.com

937.240.0872

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Small Business

VISIT MY WEBSITE