It can be difficult, time consuming and stressful to be faced with many big financial decisions regarding your employer transition options and your household finances all at the same time.
We’re committed to helping you get organized, simplify complex information and increase your knowledge in multiple areas of personal finance to help you make important money-smart decisions while starting this next chapter of your life.
Tools & Resources
-Changing Job Check-list (next level tools & resources)
-Surviving Financially Strategies (budgeting, debts, credit score)
-401(K) Choices (including rollover distribution strategies)
-Healthcare Counseling (COBRA & personal healthcare options)
-Portable Benefits Review (life, disability, LTC, HSA)
-Cash Flow Analysis (unemployment compensation, severance package, spousal benefits, pension options, Social Security)
Call us at (561) 210-7887 to set up a personal consultation or complete the form below and we will be in touch shortly.
1. 30 minute 401(K) Consultation
2. One hour Transition Analysis
3. Attend an upcoming Worksite Transition Workshop
Don’t Leave Your 401(K) Behind
Established in 2002, your Worksite Solutions Team is driven by Ulin & Co., a trusted boutique independent SEC -Registered Investment Advisor (RIA) and branch office of LPL Financial. Our branch, along with most RIA’s, is positioned to provide you with an objective approach and a consultative driven process.
-National Independent Broker-Dealer Access? YES! √
-SEC Registered Investment Advisor Firm? YES! √
-Recognized CFP® professional? YES! √
-Fee-Based Portfolio Management? YES! √
-Retirement Income Planning? YES! √
-Boutique by Design? YES! √
-Diligent Research? YES! √
-Concierge Service? YES! √
-Fiduciary Focus? YES! √
-Clear Reporting? YES! √
-Genuine Approach? Absolutely!!
In today’s challenging post-recession economy, clients engage our firm because they expect nothing less than sound investment expertise, knowledgeable retirement counseling and exceptional service, every step of the way.About LPL Financial (Broker-Dealer Video)