An account rollover can be stressful, but it doesn’t have to be.

HERE’S AN OVERVIEW OF HOW FINANCIAL SYMMETRY TAKES CARE OF IT FOR YOU.

We understand that an account rollover can be complicated, and if done incorrectly, it may result in tax consequences. At Financial Symmetry, we have streamlined the process so that nothing is overlooked and you can have peace of mind from start to finish. Our account rollover process overview details every step we take to ensure that your account is rolled over without incident.

  1. DOWNLOAD OUR ACCOUNT ROLLOVER PROCESS OVERVIEW. This charts our process from beginning to end so that you know exactly what to expect when you initiate an account rollover.
  2. SET UP AN APPOINTMENT WITH A FINANCIAL ADVISOR. Meet with one of our experts to have an organized and objective discussion about your opportunities.
  3. DETERMINE AN ACCOUNTABILITY PLAN. It’s easier to stay on track if you have steps to keep you accountable. Our financial advisors will help set you up for success.
GET STARTED NOW 

Fill out the form to the right to download our guide, Process Overview: Account Rollover.

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