We can all agree that the one constant in life is change.
Perhaps you have moved to a new city and accepted a new position. Maybe you have worked for 30 years at the same company or school district and they have offered the opportunity to retire in your 50’s. The economy is still growing but at a rate well below average and now the company you work for is downsizing.
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There are many reasons for a job change. The process of “filling out the paperwork,” however, is roughly the same. The process, in simple terms, is usually like this: You are presented with many options for your 401(k), pension plan, or stock options, and you are given a deadline for a decision. What do you do?
The answer for each person is different – and should always start with speaking with a qualified, independent financial advisor.
Start by reviewing your retirement plan, and creating a roadmap of the future. If you don’t have a plan, the first step is to build on. At Forman Investment Services we believe that this step is so important that we added Dennis Carr - a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years experience - to our team to guide clients through the process, and give you the confidence to make the right decision for you. We encourage you to schedule an initial consultation to learn more.
At Forman Investment Services, WE’RE READY!
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.