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Retirement Plan Rollover Assistance

Client Centered

Please be sure to speak to your advisor to carefully consider the differences between your company retirement account and investment in an IRA. These factors include, but are not limited to changes to availability of funds, withdrawals, fund expenses, fees, and IRA required minimum distributions.  At Medaris Financial Management, we are happy to sit down with you to discuss all of these factors.  If you have any questions or would like further to discuss your Retirement Plan Rollover options in detail, please contact us