Why Is This Free? Our Difference
Unlike a financial advisor that takes a percentage of your assets every year while still underperforming the market (crazy!), we only get paid a very small amount when we help you with your rollover. We are in the business of building relationships and repeat business. If you have a great experience, you’ll want to work with us again and that’s where we make the majority of our revenue. It’s simple: if we don’t do a good job helping you with your rollover, and putting you in a position to succeed with your investments, you won’t work with us again, and we don’t make any money!
Empowering Your Choices, Avoiding Limitations
We try and help clients avoid rolling over their old 401k/IRA/TSP into IRA that offers limited investment options, with many underperforming the market over time. Our competitors like to recommend IRA providers with limited options that pay THEM more money to recommend them to you. We don’t work with IRA providers like that, and instead ONLY work with providers that offer a full suite of investment options, since our model only works with repeat business from our clients.