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Freedom. Because your 401(k) account is not linked to your former employer, you have the freedom to move those funds. Similarly, some employers 401(k) plans allow for an “In Service Distribution” at age 55, that allows you to move funds from your 401(k) while you are actively employed.

How can Portfolio Financial Help?

Complete the Paperwork

You can open your account online first, or meet us and we'll do it for you! Portfolio Financial will check your rollover eligibility with your former 401(k) or employer-sponsored plan provider, complete the forms, and if needed, set up a conference call with the institution currently holding your 401(k) or employer-sponsored plan assets. Click here to contact us.

Select New Investments

Leverage Portfolio Financial’s experience and expertise to help you develop a diversified portfolio while being conscious of internal costs. We’ll assess your risk tolerance and incorporate an appropriate asset allocation, customized to address your personal financial objectives. As part of Portfolio Financial’s ongoing support, we’ll revisit your risk/reward tolerance as the basis for future recommendations. It is not uncommon for an investor to move on the continuum as investment goals change. Life changes, and we’ll help you respond to the changes that impact your financial future. 

Click here to explore hypothetical examples of Portfolio Financial’s Customized Portfolio Strategies

Ongoing Support

Your friendly Portfolio Financial Advisor will set up a regular meeting schedule based on your individual needs. We'll help you identify your financial goals and monitor your progress. And, of course, we are always here if you have questions or concerns.

 

To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DE, FL, GA, IL, IN, KS, MA, MI, NC, NH, NY, OH, RI, SC, SD, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.