Meet with a CFS Financial Advisor to discuss your financial goals in order to develop the right investment plan specific to your unique financial needs.
A rollover is a great way to combine your retirement assets from various sources, like moving a 401(k) plan from your previous job, into a single investment account to maximize your retirement savings power. We can guide you through this process, providing you with the investment strategies you need to fully utilize the tax-advantages available to you.
Your WFS Financial Representative is available to meet with you to help you monitor your savings progress in relations to your retirement goals — and evaluate if the goals you’ve set for yourself are realistic. A 401(k) or other retirement plan check-up is a great way to make sure your investment strategy is still aligned with your current goals and working to its full potential.