Benefits of rolling over your 401k to SEF Financial
1. We have an easy, streamlined process that saves you time. Also, a professional will walk you through the process if you have questions.
2. With a rollover to an IRA, your investment options open up to virtually any stock, bond, mutual fund or ETF. Thus, we can and will create a personalized investment portfolio that matches your goals, age, and risk preferences.
3. You will have access to expert advice from investment professionals. We pride ourselves on making sure everyone gets top level investment expertise. Unlike many 401k plans, you will have no trouble accessing an investment professional.
4. SEF Financial provides the highest level customer service. If you have a question, need a document, or anything else, we’ll be there.
5. SEF Financial has no hidden fees. Our fee structure is completely transparent.
6. Rolling over your 401k will simplify your life. Over your career you will likely work many places. You will be able to roll future 401ks to your IRA and have your investments in one place. This will help you track your investments more easily.