Shortly after leaving a job that you've had a 401k, you'll get a call from the company over the 401k. Of course they want to roll you over to a IRA to stay with them. However, when they call, you can roll that IRA over to whomever you choose, and we make it easy to roll it over with a simple call or email to us. Our value added proposition, including technology, personal service, and our fiduciary responsibility, we believe often justifies the switch. We invest in a diversified portfolio, custom tailored to you, consisting of stocks, bonds, Exchange Traded Funds, and/or no-load mutual funds according to your risk tolerance and in your best interests. The following features are also available at no extra charge with these accounts.

  • Account Aggregation, goal setting, retirement planning, and financial planning system access, along with a real life financial advisor.
  • ATM/VISA Debit Card
  • Automated Monthly Electronic Transfers (incoming and outgoing; available for payroll and checking accounts)
  • Check writing
  • Transfer Upon Death (TOD) - available for approved states
  • Rebalancing
  • Tax-Loss Harvesting
  • Blended Portfolio modeling
  • Dividend Reinvestment
  • Recurring Deposits