Find Out If a 401(k) Rollover Is Right for You
Fill out the contact form below for a free virtual consultation.
What to expect when you work with Profectus Wealth Management
-
Step-by-step rollover support
-
Personalized retirement planning
-
Guidance on avoiding rollover mistakes and unnecessary taxes
What happens during the consultation?
-
Review your existing 401(k)
-
Explain your options
-
Provide a personalized recommendation
-
No sales pressure - Just clarity
-
Virtual or phone consultation
David Meeks
Founder, Profectus Wealth Management
Early in my career as a financial advisor, I started noticing a pattern that concerned me. People would come in close to retirement, or already retired, and their plan was basically to save some cash, collect Social Security and hope for the best. No strategy to mitigate inflation. No real accounting for healthcare costs that aren't covered by Medicare. Some of them were genuinely excited about retiring, absolutely convinced they were ready. And it was hard to sit there knowing the math didn't work.
The thing about retirement mistakes is that most of them are fixable if you catch them early enough. The Federal Reserve reports that only 35% of Americans feel their retirement savings are on track and nearly 80% believe there's a retirement crisis in this country. I've seen that crisis firsthand and I started Profectus because I wanted to be part of the solution.
Many of my client conversations start with something concrete like an old 401(k) or 403(b) from a previous employer that is sitting somewhere and not working as hard as it could be. That's usually the first step toward building a well-rounded retirement plan.
Phone: (208) 944-2423
Fax: (208) 391-5641
PO Box 638
Post Falls, ID, 83877
Regional Office
Prudential Advisors
7525 SE 24th St
Suite 110
Mercer Island, WA 98040
LPL Enterprise Form CRS
Check the background of this investment professional associated with this site on FINRA’s BrokerCheck.
Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPL Enterprise and LPL Financial are not affiliated with Profectus Wealth Management or Prudential.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.