If you’re in the process of leaving your job and need help reviewing your work retirement plan rollover options, you’re in the right place.
You typically have four options when leaving a job:
Our team is intimately familiar with processing rollovers for 401k, 403b, 457, and 401a plans. We’ve successfully worked with employees from all across Kentucky, including Toyota, Central Baptist, University of Kentucky, Valvoline, Lexmark, Kroger, Amazon, state and city government, educators, and many others.
But, we won’t simply roll your hard-earned assets over: We will take you through our entire comprehensive retirement planning process. Together, we will review your options and determine what is best for your retirement savings, regardless of whether you’re retiring today or preparing for your eventual retirement years from now.
Call our office at 859-219-1006 to discuss your options!
* Family Financial Partners does not provide legal, accounting, or tax advice, but we do coordinate our services and work together with our clients’ professional advisors. Please consult your own professional legal, accounting, and tax advisors for information specific to your situation. We can also provide referral
Representatives are licensed to offer insurance and annuity products in CO, FL, GA, IN, KY, MA, MD, MI, MN, MO, MS, NH, OH, SC, TN, TX, WV, VA and WA and are licensed to offer investment products in AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NH, NM, NV, OH, PA, SC, TN, TX, WA, and Washington DC. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.