A rollover can be done from an existing IRA or a 401k from a job you are leaving or have left in the past. The benefit of doing a rollover with us is that 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.