401k & IRA Roll-Overs


Bryan Bourgeois


401k & IRA Roll-Overs



Professional guidance from an advisor can help you shape up your retirement account.

Contact me today to assist in making the right 401k and IRA Roll-Over choices.

Typically, a 401k from a previous employer may be disadvantageous to maintain due to:

  • Higher Fees
  • Limited Options
  • Trading Restrictions



A self-directed Roll-Over IRA may be right for you if:

  • The account value is over $100,000.
  • You wish to maximize your growth potential.
  • You wish to maximize diversification within your retirement plan.
  • You wish to have a professional money manager create a suitable asset allocation, investment selection and ongoing management of your retirement accounts.