In or nearing retirement, everyone should begin to look closely at their funds. If you have IRAs, 401(k)s and pension plans at multiple firms, you may want to consider consolidating your accounts.**
With FAIRWINDS Wealth Management available through CUSO Financial Services, L.P.*, our CFS Financial Advisors can help answer your rollover questions and find ways to potentially:
- Save money on annual fees
- Create opportunities to allocate, diversify, and rebalance in one portfolio
- Simplify required minimum distributions
- Provide access to one easy consolidated statement
How can we help?
To learn more about consolidating retirement accounts, contact us today to schedule a complimentary, no-obligation appointment.