Osgood & Associates

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.



Advisors

Todd Osgood

Todd Osgood

CRPC®, AWMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Todd Osgood's website
Tracey Barnes

Tracey Barnes

AAMS®

Financial Advisor

Visit Tracey Barnes's website

Team

Nikki A. Cooper

Nikki A. Cooper

Business Development Manager

Taylor Bahm

Executive Assistant