401(k), 457(b), 403(b), Roth 401 (k), IRA, Roth IRA

Simplify Your Retirement

Saving in 401(k), 457(b), 403(b), Roth 401 (k), IRA, Roth IRA?

Consolidating your old qualified retirement plan can provide enormous benefits.

An IRA rollover or IRA management can offer value, guidance, and choices!

New to retirement saving?...Learn how to start creating your future today by speaking with an experienced retirement advisor.

At LFS, we compare the expenses and benefits within different options to find the best choice to meet your financial needs.

An IRA can give you a choice between an LFS managed account, mutual funds, stocks, bonds, ETFs, U.S. Treasuries, and FDIC-insured CDs. Our clients find our multitude of choices very appealing in comparison to the 10-20 investments given in the typical 401k, often chosen by a member of your company HR department, not an experienced investment advisor. These choices are often not in line with your investment objectives.

Find out today how an IRA rollover can save you money and give you better investment options.