Changing Jobs

Changing jobs can be either extremely exciting, extremely stressful, or both. Either way, this can be an overwhelming time with many details demanding your attention. No matter the reasons for your job change, you may find it useful to confide in an experienced financial advisor to walk you through the decisions relevant to your retirement plan.

We can help you make sense of it all.

Many people have no idea what to do with their retirement account in this situation. Sorting out the details of rolling-over, consolidating or liquidating retirement funds is something that we can help you navigate, giving you confidence and freeing you to fully focus on the future.


Regardless of the reasons for your job change, there are significant considerations and decisions to make related to your retirement:

  • How long you contributed to the previous plan
  • Your new employer’s matching benefits
  • Any new tax implications
  • Long term employment expectations

If you are starting a new career because you are also starting your own business, you probably have a host of other questions that you need help answering such as:

  • How do I start a new retirement plan?
  • What are the advantages?
  • How much will it cost?
  • Is it complicated?

If you choose us to advise you through this time, we will work hand-in-hand with you to customize a plan that will serve you and your family well into your financial future.