Private Client Services

 

 

PRIVATE CLIENTS

The average person changes jobs eight times during the course of a 30-year career. Many workers leave behind a trail of employer-sponsored retirement plans scattered among various providers. The result may be a load of unnecessary paperwork and a logistical headache when it comes to asset allocation and taking mandatory retirement plan distributions. 
 
  
Roll IRA® strives to make the administration decisions and tax implications less complicated by providing client-specific, goal-oriented solutions in a four step process:
 
  •  Provide each client with a complete financial profile of their current situation.

 

  •  Review retirement goals and financial profile with client to determine any shortcomings in savings or risk management.

 

  •  Develop a financial plan with goal-oriented solutions that address any need that arises from our analysis.

 

  •  Assist with the administration and implementation of recommended solutions.