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

Stuart Gollomp

Stuart Gollomp

MBA

Financial Advisor

Managing Director
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Team

Kelly Collilns

Kelly Collilns

Registered Operations Leader

Cyd Susara

Client Service Coordinator