14 N Main St, Ste 2001, Barre, Vermont, 05641
Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and plan, it may make financial sense to rollover some of your assets while you're still working and contributing to a plan.I can help you determine if a rollover fits with your overall retirement savings plan. Using our exclusive Confident Retirementapproach, we'll work together to identify customized financial strategies that can evolve over time. My goal is to help my clients feel more in charge of their financial lives so that they can pursue their passions ” for today and tomorrow” with confidence. Comments are not verified, may not be accurate and are not representative of the experiences of the advisor's clients.
Tuesday: 8:30am to 5:00pm
Wednesday: 8:30am to 5:00pm
Thursday: 8:30am to 5:00pm
Friday: 8:30am to 4:00pm
Associations: ChFC, CLTC
Specialties: Sustainably Responsible Investing, Wealth Preservation Strategies, Estate Planning Strategies, Retirement Planning Strategies, Tax Planning Strategies, Women's Financial Strategies
Services: Retirement Planning Strategies, Investments, Estate Planning Strategies
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