Whether navigating a wide range of investment options or wading through a sea of logistical red tape, the process of rolling over retirement plan assets into an IRA can be a daunting task for many investors. Nevertheless, coordinating and consolidating investment assets is an invaluable strategy when striving to achieve long-term financial goals.
- Strategic is instrumental in quarterbacking the rollover of retirement plan assets for our clients, and investing those assets in accordance with the appropriate asset allocation strategies.
Learn about our Investment Management solutions
| Contact: | Melissa L. Cummings Client Relationship Manager Alan R. Leist Planning Group, Inc. |
| Telephone: | 315.735.7553 |
