Page 43 - issue
P. 43
Simplify and consolidate today
Over the years, it is likely that you have accumulated several retirement savings accounts,
ranging from IRAs to 401(k) plan assets held with previous employers. Often, it is advantageous
to consolidate all of these assets into a single retirement account. Consolidation offers the advantages
of a wide range of investment choices and simplified management and control.
Call today for more information or to schedule a free consultation.
Ethan Schuchman, MBA, CFP® , ChFC
CERTIFIED FINANCIAL PLANNER™ Practitioner
(866) 613-INVEST
Receive ourwfrewe wwee.cklryomsasrkceot cuonmtmreynwtareya“Eltthhan.ocmoimcs”
2835 Smith Avenue | Baltimore, Maryland 21209
Plan | Protect | Preserve | Prosper
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
u 410 358 8509 u 39
Over the years, it is likely that you have accumulated several retirement savings accounts,
ranging from IRAs to 401(k) plan assets held with previous employers. Often, it is advantageous
to consolidate all of these assets into a single retirement account. Consolidation offers the advantages
of a wide range of investment choices and simplified management and control.
Call today for more information or to schedule a free consultation.
Ethan Schuchman, MBA, CFP® , ChFC
CERTIFIED FINANCIAL PLANNER™ Practitioner
(866) 613-INVEST
Receive ourwfrewe wwee.cklryomsasrkceot cuonmtmreynwtareya“Eltthhan.ocmoimcs”
2835 Smith Avenue | Baltimore, Maryland 21209
Plan | Protect | Preserve | Prosper
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
u 410 358 8509 u 39
