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IRA AND 401(K) ROLLOVERS

You are not at your last job, should your 401(k) be?

WE CAN HELP YOU IDENTIFY YOUR OPTIONS

Our Wealth Management team is here to help you identify your options and determine if rolling over your 401(k) or IRA is in your best interest. We can work directly with your current provider.

We can help you build a plan that keeps up with a changing market and can adapt as your needs change, and we have access to a wide range of investment options. Our Wealth Management team carefully manages risk while providing competitive returns.

We're here to help.

LEARN MORE ABOUT WEALTH MANAGEMENT

ARE YOU READY TO ROLLOVER YOUR OLD 401(K) OR IRA?

Do you have an old, neglected IRA?

If you are considering an IRA or 401(k) rollover, you may feel confused. Our Wealth Management team is here to help you identify and go over your options. 

While you were at work, you put money aside for your retirement and selected one or two top growth funds to help you reach your goals. Now that you are retired or moved jobs, it may be time to move these funds into a Wealth Managed account that better fits your needs. By selecting the top growth funds, your retirement portfolio may be too volatile. Our team of professionals can analyze your current portfolio and suggest ways to lower the volatility while still maintaining returns. 

Would you like to have an investment portfolio that is tailored to your needs and goals?

Would you like to have a professionally actively managing your portfolio?

Our priority is helping you reach your financial goals. By understanding your personal situation, identifying your dreams and goals, and understanding your tolerance for risk, our Wealth Management team can select an investment model with ETFs, No Load Funds, Interval Funds, Stocks, and Closed-End Funds that align with your unique situation.

Once the portfolio is built, our team takes an active approach to manage your money. We monitor your holdings and continually sift through thousands of investment options to provide you with the best returns based on your risk tolerance. 

All costs for management, custody, and trading are included in a single, transparent monthly fee. We are held to high standards, so you can trust us to be honest and transparent.

LAW ENFORCEMENT PROFESSIONALS

We have assisted active and retired Illinois State Police and Law Enforcement Professionals plan for their future since 2001. 

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DEFERRED COMPENSATION ROLLOVER

We understand the State of Illinois Deferred Compensation Program and can help answer your questions and identify your choices. We can rollover your Deferred Compensation Plan tax-free into an actively managed account.

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THRIFT SAVINGS PLAN ROLLOVER

Should your thrift savings plan be rolled over? Frank Snyder Financial uses an active approach to managing your investments, and we can help make tax free thrift plan rollovers easy.

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LIFE INSURANCE

Life insurance and wealth management can work together. Make sure your loved ones are completely protected!

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OUR TOP PRIORITY IS YOU! LET'S RETIRE TOGETHER

At Frank Snyder Financial, we can help you navigate the complex world of investments. You will receive advice from our team of Wealth Management professionals based on your needs, wants, and goals.

INTERESTED IN ROLLING OVER YOU IRA OR 401(K)?

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Our Wealth Management team members are happy to answer your questions. If you want more information, call us today at (618) 664-1458.

Frank Snyder Financial Offers the following Products & Services:

  • Deferred Compensation Rollovers "Tax-Free"
  • Advisor Managed Accounts, utilizing ETFs, No Load Mutual Funds, Stocks, Bonds, REITs, and Closed-End Funds.  
  • 401(k) Rollovers
  • Investments
  • Mutual Funds
  • IRA’s, including Traditional, ROTH, Sep, and Simple
  • Tax-deferred Annuities
  • Coverdell ESAs and 529 College Plans
  • Life Insurance, including Term, Whole Life, Universal Life, and Variable Universal Life
  • Long-Term Care Planning 
  • Pre-Retirement Preparation
  • Home and Auto Insurance