For South Florida professionals

Changed jobs? Don't leave your retirement savings behind.

Your old 401(k) didn't follow you to your new job. Find out where it stands and what your options are, in a free consultation.

The median 401(k) balance is about $44,000*. What's in yours?

Get your free consultation

No cost, no obligation. Takes 30 seconds.

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Do you know what your old 401(k) is doing right now?

31.9 million

forgotten 401(k) accounts, holding more than $2 trillion, have been left behind by Americans who changed jobs.

Out of sight, out of mind Old plans are easy to lose track of after a job change or two.
Moved without asking Smaller balances can be transferred into a default account you never picked.
Fees don't stop Your old plan can keep charging fees after you leave.
Waiting is a decision Leaving it alone can be fine, as long as you chose it on purpose.

How your free consultation works

  1. 1
    RequestLeave your name and email. We'll find a time that works.
  2. 2
    ConsultA licensed professional reviews your old plan with you.
  3. 3
    DecideLearn every option. No pressure, no obligation.
Illustrative example

Maria spent six years at her last company. When she changed jobs last spring, her old 401(k), with more than $40,000 in it, got left behind. One short consultation later, she knew where it was, what fees it was paying, and exactly what her options were.

Find out where your old 401(k) stands.

Get my free consultation