Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover 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 customized financial strategies that can 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.


Advisors

Joseph Pickrell

Joseph Pickrell

Financial Advisor

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Team

Dona Hertz

Dona Hertz

Registered Client Service Associate

Qualifications

  • Series 7, 66, Health, Life & Variable Licenses
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