401K Rollover & Asset Consolidation Services

The first step in asset consolidation is to review assets that have been left with previous employer-sponsored plans. These assets, including 401ks, may be neglected, misallocated, or simply forgotten, which can lead to missed growth opportunities and risk that doesn't align with your risk tolerance levels. At Decision 1 Financial, we believe your retirement savings should always be working for you, which includes accounts you no longer monitor.

Rolling over your old 401(k)s into a managed, consolidated account may provide clarity, control, and confidence. When your investment accounts are spread across multiple plans, many find it difficult to see the full picture or to allocate properly for your goals. By organizing and unifying your retirement assets, you may find that managing risk is more effective, reducing redundancy, and helping to ensure that every dollar is managed intentionally.

While every situation is different and there are times when leaving your old employer-sponsored plan where it is what's best, our team can help you evaluate your rollover options, helping you avoid mistakes, while creating a cohesive strategy for managing all your retirement funds in one place.

We can help you take charge of your retirement accounts. Get organized, manage your retirement accounts based on your goals and time horizon., and build a comprehensive plan that keeps your future moving forward with purpose and precision.