IRA Custodian Resources

Our Advisors will only transfer or rollover your IRA to a highly reputable and financially stable custodian such as Fidelity, Vanguard, American Funds to name a few. We will consider all options when recommending a new custodian for your rollover IRA.  The new custodian chosen will partly depend on if the customer would like to have access to more options to where they can invest their monies as certain custodians have limited access to financial markets.

We will make sure that we keep your fees as low as possible and in your best interest. We will explain all fees/commissions and costs associated with managing your IRA account. We will recommend if you should be in a fee based or commission based platform, depends on what makes the most sense for the customer. We have access to some of the best investment research in the industry that we can share with our clients.

Although the selection of the custodian is important the Financial Advisor is crucial. The custodian is going to hold the assets but the Advisor is going to steer the ship. Your fiduciary Advisor will make or break the success of your account. Having an Advisor looking out for your best interest and communicating with you regularly whether its good news or bad news in the financial markets is vital. We only work with ethical and trusting Advisors. Our Advisors are fiduciaries and fully credentialed