Rollover Solutions

When choosing where to rollover your retirement accounts, some key points to consider are:

  • Is it important that your portfolio manager personally review your account on a constant basis?
  • Is it important to have a diverse selection of investment choices?
  • Will you want retirement counseling specific to your financial situation, at no extra charge?
  • Is it important to communicate directly with your portfolio manager about your specific portfolio and financial goals and needs?

Vaughn Woods Financial Group clients enjoy one-on-one attention from their own personal portfolio manager. We monitor and manage accounts moment-to-moment by integrating human capital alongside decades of investment experience and world-class technical and fundamental research. As an independent company, our investment options are not restricted to an approved list of proprietary funds, allowing us to be more discerning about the investments in our clients’ accounts.

As part of our first-rate, portfolio-management services, we provide a comprehensive retirement analysis to make sure you are on track for a long and happy retirement. You can always call on us to answer questions and review your retirement goals.

Contact us to learn more about our Rollover Solutions.