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Plan Rollovers

Is it Time to Get Your Investment Plans in Order?

Changing jobs, due to a layoff or to pursue a new opportunity, can be a particularly stressful time in your life. With any new start, there is a lot to consider so it can be easy to overlook the steps necessary to keeping your financial accounts in order.

In fact, one of the biggest mistakes a departing employee makes is forgetting to rollover their 401(k) prior to them leaving their job.

August Wealth Management has extensive experience working with clients to help them rollover their 401(k) plans from the corporate world, 403(b) plans from a non-profit, and a thrift savings plan (TSP) from a government entity. So, if you made your investment choices years ago and have not updated them, we can help.

Issues we can assist you with:

  • Understanding what your current retirement plan does for you
  • Discovering options for your plan after you have left your employer
  • Updating your beneficiaries and coordinating with your estate plan
  • Explaining why you might want to consider placing your retirement plan funds into a rollover IRA account
  • Creating and managing an integrated investment plan that includes all your investable assets

Is August Wealth Management a Good Fit for Me?

Over the years, we’ve identified three characteristics among those who benefit the most from working with us. We call them the Planners, Dreamers, and Doers. It’s important to note that in many cases, these traits overlap.

Planners

Our Planners are highly organized individuals who know a sound financial plan is a secret to long-term success. Most already have some financial plan, but they lack the experience of adequately navigating the nuances that come with a comprehensive wealth management strategy.

Dreamers

The Dreamers come to us because they already know their end game. Whether their goal is to buy a retirement home in Acadia, travel the world, or leave a legacy that their family can enjoy for years to come, they want to be sure they have the resources to live their best lives.

Doers

The Doers come to us because they are busy living their lives. More often than not, they are balancing their work/life responsibilities and don’t have the time or energy to devote to developing a comprehensive financial plan.

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