2 Chestnut Hill Road,
Our advisors believe that financial planning is the heart of the entire process, regardless of which products and services are being implemented. We follow a unique process that begins with what is important to you and what you care most about in your life. The better we understand you, the easier we can tailor a financial plan to closely align with your goals and expectations. That is why we prioritize developing relationships with our clients – so that we can get to know everything about their goals and dreams.
At Agnone & Associates, we understand that no single strategy fits everyone, which is why every client gets our undivided attention – from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy that addresses your financial goals and objectives using the most efficient methods available.
Agnone & Associates can help you evaluate your options with regard to rolling over a former employer’s 401(k) or other retirement plan to your own IRA. In addition, we can help you make wise decisions regarding your current IRAs and the allocation and fund managers involved.We help take the guesswork out of managing your retirement nest egg. A member of our team will meet with you to review your goals, level of tolerance for risk, and time horizon to suggest a suitable portfolio of funds and managers. We offer to meet with our clients annually or as frequently as desired to check up on progress toward goals and to make adjustments as needed. Support is there when you need it.
Some of the benefits that a typical client of ours can enjoy by rolling over their company retirement plan to an IRA include:
Before deciding whether to retain assets in a 401(k) or roll over to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Please view the Investor Alerts section of the FINRA website for additional information.
Our time-tested, effective process can be broken down into seven easy-to-understand steps: