WHAT ABOUT MY OLD, UNDERPERFORMING RETIREMENT ACCOUNT?
Keeping on top of your retirement account can be time consuming – but it’s worth every minute.
Many individuals let their accounts sit for years because they don’t realize the negative effect on their assets.
What should you do?
Any time you leave an employer or you feel your accounts are not performing the way that you would like, experts suggest you should sit down with a retirement consultant and review your goals and the current status of your accounts.
This will help you to reestablish your goals and set the pace to make them a reality.
Did you know that Freedom One is one of the largest full-service Investment Advisors in Michigan?
This means that Freedom One is fully equipped to handle any of your investment needs and assist you in reaching your retirement goals.
In June of 2006, Freedom One introduced the Freedom One IRA.
This was designed for those individuals seeking diversification and an expert to manage their account.
The Freedom One IRA is available to individuals who have an existing retirement account with a previous employer, an existing IRA with another provider, and to those who hold certificates of deposits or brokerage accounts. The greatest benefit of the Freedom One IRA is the option to choose from a line-up of high-quality, low-cost mutual funds, without any upfront fees or surrender charges.
In addition, we can create a diversified portfolio of these mutual funds, which we call our Managed Account Portfolios (MAPs).
Freedom One will become your personal investment advisor for which we will continue to monitor your account and make the necessary changes based on market conditions.
We will also regularly rebalance your portfolio to ensure it is properly aligned.
So, what are you waiting for? Contact
Client Services at call 248-620-8100.