Financial Fitness:
I help clients through life situations that impact your financial fitness.
In our work environment, it is common for people to switch jobs many times throughout their career. What often happens is that I find clients have multiple retirement accounts to manage. In many cases, these plans were rolled over into several IRAs.
It is important to review these accounts. You may even want to organize and simplify.
If you need guidance on IRAs or retirement planning, contact me. Or schedule a free call now online.
Check the background of your financial professional on FINRA’s BrokerCheck.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Krim Associates is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).
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