General Info

The advisor listed is an Ameriprise financial advisor in Birmingham. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and plan, it may make financial sense to roll over some of your assets while you're still working and contributing to a plan. I help my clients determine if they should roll over some of the assets in their 401(k) plan to an IRA. Rollovers are just one thing I help clients consider as we use our exclusive Confident Retirement approach to create comprehensive financial strategies that can evolve over time. My goal is to help my clients feel more in charge of their financial lives so that they can pursue their passions - for today and tomorrow - with confidence.