Rollover

Key Benefits

bulletGet organized.  Put your financial affairs in order.
bulletAccess to a greater number of investment choices
bulletConsolidate your money.  Don't leave money behind when you leave a job.
bulletLower fees.  401k's and 403b's have provider fees.  Maximize your investments by eliminating provider fees.

We can rollover anything.  Are you:

  1. Changing jobs?
  2. Retiring? 
  3. Stuck in a bad annuity? 

Let's get started

Rollovers cost nothing as long as WFS manages the resulting funds.  To learn more about how we manage assets, click here

Rollovers are NON-TAXABLE events.

Rollovers are safe.

Rollovers are easy - you don't have to talk to anybody.  All you do is sign the appropriate forms, and WFS does the rest.

Let's Get Started.

 

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