RETRIEVE CONTROL OF YOUR 401K
RETRIEVE CONTROL OF YOUR 401K
5960 W. Parker Rd.
Plano, TX 75093
5960 W. Parker Rd.
Plano, TX 75093
Phone Number: (972) 740-7016
Is your 401K working for you? Did you leave your 401K behind when you left your job? We can help.
If you have left your recent employment and don't know what to do about your 401K we can help you gain back control of your money without taking a distribution and creating taxes. Call us for solutions to retrieve your 401K.
Keywords: 401k, 401k plans, 401k maximum contribution, rollover 401k, 401k limits, 401k retirement, retirement planning, retirement plan, pension plan, IRA rollovers, self directed IRAs
If you have left your recent employment and don't know what to do about your 401K we can help you gain back control of your money without taking a distribution and creating taxes. Call us for solutions to retrieve your 401K.
Keywords: 401k, 401k plans, 401k maximum contribution, rollover 401k, 401k limits, 401k retirement, retirement planning, retirement plan, pension plan, IRA rollovers, self directed IRAs
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Interview Q&A
How long have you been in business?
10 years
What is your primary product or service?
Helping employers and business owners with pension and retirement planning.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I have been a consultant for businesses for several years. I have used this experience to expand businesses and help them with important decisions. It is rewarding to know that I can make a difference.
How do you differentiate yourself from other businesses in your category and area?
I differentiate myself in that my primary concern is always for my client. Integrity, is very important to me.
How many locations do you have and do you have plans to expand?
We work from several locations.
What type of payments do you accept?
Most retirement services are handled by transfers from one institution to another and by personal check.
Which areas do you service?
I service all areas in the DFW area and will travel outside of this area on a needs basis.
Who owns your company or runs daily operations?
I personally own my company and run daily operations.
What are your hours of operation?
I am available by appointment. I am also available on a normal 8-5 basis but I always welcome calls from anyone who needs to call after hours.
What is the best compliment anyone can give you?
That I have helped to make their life better.
What is your favorite quote or Bible verse?
John 3:16
10 years
What is your primary product or service?
Helping employers and business owners with pension and retirement planning.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I have been a consultant for businesses for several years. I have used this experience to expand businesses and help them with important decisions. It is rewarding to know that I can make a difference.
How do you differentiate yourself from other businesses in your category and area?
I differentiate myself in that my primary concern is always for my client. Integrity, is very important to me.
How many locations do you have and do you have plans to expand?
We work from several locations.
What type of payments do you accept?
Most retirement services are handled by transfers from one institution to another and by personal check.
Which areas do you service?
I service all areas in the DFW area and will travel outside of this area on a needs basis.
Who owns your company or runs daily operations?
I personally own my company and run daily operations.
What are your hours of operation?
I am available by appointment. I am also available on a normal 8-5 basis but I always welcome calls from anyone who needs to call after hours.
What is the best compliment anyone can give you?
That I have helped to make their life better.
What is your favorite quote or Bible verse?
John 3:16
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