Services to Maximize Your 401(k) and other Employer Sponsored Retirement Plans
At Wescom Financial Services, our representatives can help you make the most of your Defined Contribution Retirement
Plan. Whether you have a 401(k), 403(b), 457(s), Thrift Savings or Pension Plan, our expert staff knows the tax-advantages and strategies you need to maximize your employer sponsored retirement
plan. Let us help you with your:
401(k) and Pension Rollovers
A rollover is a great way to combine your retirement assets from various sources, like moving a 401(k) plan from your previous job, into a single investment account to maximize your retirement savings power. We can guide you through this process, providing you with the investment strategies you need to fully utilize the tax-advantages available to you.
Retirement Plan Check-Ups
Your WFS Financial Representative is available to meet with you to help you monitor your savings progress in relations to your retirement goals — and evaluate if the goals you've set for yourself are realistic. A 401(k) or other retirement plan check-up is a great way to make sure your investment strategy is still aligned with your current goals and working to its full potential.
