Change Something

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Move a Brokerage Account

Move a Brokerage Account

Whether it’s a simple account to hold new or existing investments and funds, or a complex account comprised of sophisticated investment vehicles, One to One Financial Advisors offers a vast array of providers and programs. The One to One professional starts with Guidance Focused on You(TM) to assist you in determining the best option based on your needs and objectives and the support necessary to make the process of opening an account and transitioning existing assets stress and trouble-free.

Discuss

My Risk Profile

Discuss my Risk Profile
So much of your financial picture and the resulting plans involve your orientation to risk. This Risk Profile includes factors like age, time to retirement, available assets, retirement income streams, lifestyle issues and your own comfort level. When you meet with a One to One professional to discuss your Success Story and the financial plans that will lead you to and through retirement, you’ll be speaking with an experienced advisor or planner who starts with Guidance Focused on You(TM), placing your needs and objectives first, last and foremost in the process. 

 

Review

an Existing Annuity Contract

Review an existing annuity contract

If you have owned an annuity contract for several years, you may have forgotten how it works, are not seeing the benefits you expected, or may have an evolving personal situation that throws the program’s value into question. Schedule a review to discuss the situation.  The One to One professionals hold some of the highest levels of financial service industry credentials and licensure, enabling them to select from a vast array of quality products and services.  They can educate you about the benefits of the annuity program you currently have, especially as it relates to your specific situation. If the program no longer meets your needs or a new program has been introduced that provides better or more-appropriate benefits, you’ll find out about it.  But the important take-away is that, because One to One professionals start with Guidance Focused on You(TM), if the representatives determine that the current program is the best option, you’ll know it.  

Review my Investment

Choices

Review my investment choices:
One to One professionals review your current investment programs and allocations starting with Guidance
Focused on You(TM) to assist in determining the appropriate investment option based on your financial outlook, retirement or investment timeframe, risk profiles, needs and objectives. We offers a vast array of providers and
programs, and the support necessary to make the process of opening an account and transitioning existing assets stress and trouble-free.

Rollover / Consolidate 

Employer Plans

Rollover/consolidate employer plan(s)

Over time, you may have accumulated a mix of accounts and employer plans, creating a confusing and unwieldy financial picture. Together with your One to One professional, you’ll review each account to review and consider all of your options and what may be most beneficial, or whether some might better serve you as they are. Because we start with Guidance Focused on You(TM), this process is aimed first, last and foremost at making choices that are in your best interest.

Rollover / Consolidate

Old Brokerage Accounts

Rollover/consolidate old brokerage account(s)
Over time, you may have accumulated a mix of accounts and employer plans, creating a confusing and unwieldy financial picture. Together with your One to One professional, you’ll review each account to review and consider all of your options and what may be most beneficial, or whether some might better serve you as they are. Because we start with Guidance Focused on You(TM), this process is aimed first, last and foremost at making choices that are in your best interest.

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