Why You Should Roll Over Your Old 401(k)s Today

The Ugly Truth

85% of retirement advisers are not fiduciaries.

That means that helping you increase your retirement savings is not necessarily their priority. Nor is giving investment advice that is solely in your best for your unique financial situation.

For decades, investors have been hip to the high costs and hidden fees associated with most retirement advisers, mutual fund companies, and other middlemen.

But with the President’s new fiduciary standard proposal, I’m hoping that all investors will see the light and stop sacrificing their retirement savings to these blatant conflicts of interest.

Why You Should Roll Over Your Old 401(k)s Today

When you roll over your old 401(k)s into an IRA managed by me, you can…

• monitor your investment plan more easily than ever;
• rest assured that I’m managing your account based on your best interests (remember, I chose to deliver advice in your sole best interest under the fiduciary standard, long before the President suggested that all advisors live by it); and
• never forfeit a big chunk of your lifetime returns to a broker, mutual fund company, or insurance company again!

All for just a 1% all inclusive fee, compared to an average 3-4% for the typical 401(k) administrative, advisory, and management fees.

You Can Help Enhance Your Retirement Savings by Eliminating All Middlemen

All it takes?

Just a 10-minute phone call, some quick paperwork filled out while we chat, and your signature authorizing your old 401(k) administrator to roll over the account to me.

Call me today at 732-800-2375 to get started growing your retirement savings today!