Agrandar For Individuals
As a retirement plan participant, there are some very important things to consider:
- When was the last time you had your retirement investments reviewed?
- Will your current investments choices get you to where you want to go?
- Do you understand asset allocation and dollar cost averaging?
- Do you have other retirement assets outside your company plan?
We believe these and many other issues are vitally important to securing a comfortable financial future. One primary concern of retirees today is the fear that they will run out of money when they retire. We will take the time to review all of your assets in an effort to help make sure that you are on the right path to a comfortable retirement.
We will help you to:
- Consolidate old 401(k) and pension plans
- Consider the advantages of transfer IRA Rollovers
- Educate you on other available products
- Potentially find available money you didn’t even realize you had!
- Diversify your portfolio
- Explain the benefits of dollar cost averaging and asset allocation
As independent financial services representatives, Agrandar Associates, Inc. works for YOU, and best of all, we still make house calls!
Agrandar Services For Individuals
Buy / Sell Agreements
Pension / Profit Sharing