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WHAT ARE THE BENEFITS OF ROLLING
OVER THE 401K THAT IS STILL WITH MY FORMER EMPLOYER, TO AN IRA?
First of all, we can offer the flexibility
of MANY more investment options. We keep a sharp eye on clients` accounts and recommend changes or reallocations
when we see opportunities that would benefit our clients!
WHAT MAKES YOUR COMPANY
DIFFERENT FROM OTHER FINANCIAL PLANNING COMPANIES?
You, alone, are probably the only one monitoring your accounts! We`ll give you the service you deserve and we look
forward to working with you! The management of this money is critical to your financial future! Along with regular
monthly or quarterly account statements, depending on which account you`re in, we personally write and provide
you with Quarterly Economic Newsletters to keep you informed of what is going on in the economy and how it could
affect your accounts, either positively or negatively! If something negative is occurring, we will contact you
to discuss repositioning your investments immediately! If we think you can do better by making a reallocation,
we will also let you know immediately, AT NO CHARGE!
When our clients, or anyone for that matter, call my office between 9AM and 5PM, Monday through Friday, if the
phone isn`t answered personally, all messages left will be returned that day...Period! We will never have an automatic
phone system where you have to push alot of phone buttons and be on hold forever. We like when we get personalized
service and that`s what we give to all of our clients! Set up a free appointment right away! We`ll even help you
allocate or reallocate your current 401K or any employer plan at no charge!
 Dean G. Campbell, President
Gina R. Roback, Vice-President
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