Managing your retirement account can be a daunting task. Too often participants are left with a limited range of expensive choices - and what can be overwhelming – the responsibility to make the best investment decisions themselves.
Fairview Financial can help in 3 important ways –
Advice regarding your investment selections
When you allow us to assist in the management of your money held outside of your employer’s plan, we are pleased to offer careful, personalized advice regarding the investment selections provided within your employer’s plan. Based on the opportunities available we will help you make the best choices considering your unique situation and your overall financial picture. We provide this service on a complimentary basis for our clients.
Retirement Plan Rollovers
When you leave your company – don’t leave your money behind! Rolling over your retirement account to an IRA has many advantages including improved flexibility, consolidated holdings, continued tax deferral and a dramatically increased range of investment opportunities. For many years we have advised clients on the rollover process and TD Ameritrade, our primary custodian, is one of the nation’s largest providers of IRAs.
Self-Directed Brokerage Accounts
In some situations you may not have to wait for retirement or a change of employment to unlock the potential of your account. If your employer offers a self-directed brokerage option through TD Ameritrade as part of your plan, we can offer our advisory services whenever you are ready. All of the enhanced investment opportunities available after a rollover can be open to you while you are still with your employer – and we can guide you in moving towards your goals.