Changing jobs can be very rewarding but can also be very stressful.
Here are a couple things at SafeGuard Investments, LLC that we want to make sure you have taken care of STRESS FREE!
You NEVER want to leave your old Retirement plan with your old employer.
We will help you roll it into an IRA or Roth IRA, depending on tax status. We will also review your upcoming choices for you new Retirement Plan and make sure you understand everything about the new plan offered.
If you have a family, is there going to be break in your healthcare? If so I want to make sure you get some type of short term coverage.
Contact us for a FREE consultation
Neil Buono
941-544-8546-cell
813-895-8550-office
