I Can Help With Your 401(k) Options

Changing jobs? What should you do with the 401(k) money you've accumulated? You may have up to four options: leave the money where it is, roll it over to your employer's new plan, roll it into an Individual Retirement Account (IRA), or cash it out. 

I can help you explore these choices, and guid you through the necessary steps. 

Call me today for information, or to schedule a consultation.


Securities Offered Through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affilaites. Tri County Area Investment Retirement Services and LPL Financial are separate entities.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value


The LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is here to provide insightful commentary, economic and market guidance, and LPL Researches investment recommendations to help us navigate the year ahead.