IRA and 401k Rollovers
Individual Retirement Accounts, IRA/ 401(k) Rollovers
•Independent Advice from retirement professionals. At CFM we are not affiliated with any broker dealers or fund companies. We hold a fiduciary duty to act in our clients best interest at all times and provide individual advice for each client's specific needs.
•Tax-advantaged retirement savings. Just like your 401(k), 403(b), or other retirement plan, an IRA offers significant tax benefits. With our expertise in tax and investments we will work with you to implement tax advantaged investment strategies throughout your accounts. Our significant experience in income tax will help minimize your taxes both prior to and into retirement.
•Flexibility with your investments. With an IRA, you have the freedom to select from a wider range of investments than most employer-sponsored plans typically offer. We create your customized portfolio that fits your unique investment objectives and goals.
•Consolidate your investment accounts. When all of your retirement savings are in one place, it's easier to manage your accounts and monitor your overall progress.
Our financial advisors can guide you through the process from start to finish, offering step-by-step assistance. We can handle the rollover paperwork and contact your former plan administrator—all at no cost to you.
CFM provides fee only advice, and does not get paid commissions for buying or selling investments. CFM is regulated as a Registered Investment Advisor, and must adhere to a strict fiduciary standard of care, which mandates that we must place our clients interest ahead of our own interests at all times.