Consolidating Old Accounts

December 04, 2013

The other day a new client came into my office with a large stack of papers. Let's just say it was overflowing out of an organizer box! This huge stack of papers was made up of all of her investment and retirement account statements. I know this new client felt embarrassed but i told her that she was not alone, and that I was here to help her. I also told her how common her situation is. You receive so much in the mail regarding your financial situation and it all can be overwhelming.

So, for her we took the old 401k's and rolled them over, we consolidated various bank and investment accounts and helped to minimize paperwork and maximize their assets. If you have a stack of statements, feel free to bring them into our office. We can help you consolidate or just figure out what to keep, shred or toss.

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