401(k) Rollovers in Chicago

Considering a 401(k) Rollover in Chicago?

When it comes to managing your retirement savings in Naperville, Orland Park, Park Ridge, and the surrounding Chicago metro area, there’s a lot to think about. Especially during job transitions or while planning for the future. Rolling over your 401(k) with Trajan Wealth in Chicago offers several advantages.

Simplicity:
Consolidate 401(k) accounts from previous employers into one easily manageable account, resulting in a more organized financial situation.
Flexibility:
Select from a wider range of investment options tailored to your individual financial objectives and risk tolerance.
Cost:
Potentially lower administrative fees, as well as potential access to lower-cost investment options, which can enhance your retirement savings.
Guidance:
Receive personalized advice from our team of Chicago fiduciary advisors to effectively navigate your retirement savings strategies.

Trust Trajan Wealth for Your Chicago 401(k) Rollover

At Trajan Wealth, our financial advisors are committed to prioritizing your financial well-being. With our local knowledge and transparent practices, you can feel confident in choosing our team to handle your 401(k) rollovers in Chicago.

Local Experience

We customize our 401(k) rollover services to cater specifically to the needs of Chicago residents by deeply understanding the regional market dynamics.

Personalized Plan

Our team creates personalized retirement strategies by taking into account each client’s unique circumstances and future goals.

Transparency

We provide our clients with regular updates to keep them informed about portfolio activities. We also offer clear explanations of their options and potential outcomes.

Commitment

We are committed to helping our clients achieve financial success and peace of mind in retirement.

Our Streamlined 401(k) Rollover Process in Chicago, IL

Entrust Trajan Wealth with your 401(k) rollover needs in the Second City for a smooth, stress-free experience. Our carefully crafted process safeguards you from unnecessary fees, tax implications, and investment errors. Learn more about our process below.

Step 1: Consultation

We will meet either in person or virtually to discuss your financial objectives, retirement timeline, and current 401(k) details based on your preference.

Step 2: Option Ideation

Once we understand your circumstances, we will provide options for your rollover. Our team considers factors such as your investment preferences, risk tolerance, taxes, and much more.

Step 3: Implementation

After you approve the strategy, we will manage the paperwork to facilitate the transfer of your 401(k) funds into an IRA or another new retirement account.

Step 4: Continued Assistance

Our support doesn’t end after the rollover. We will regularly review your portfolio to provide updates and offer guidance for progression.

Plan for Your Retirement in Chicago with Trajan Wealth

Trust us to help safeguard your future and maximize your retirement savings potential in, and around, Chicago. Let Trajan Wealth guide you in managing the complexities of retirement planning to create a more prosperous retirement.

Naperville, Illinois

1755 Park St., Suite #200
Naperville, Illinois 60563

Naperville

Orland Park, Illinois

15255 S 94th Ave, 5th Floor
Orland Park, Illinois 60462

Orland Park

Park Ridge, Illinois

222 S Prospect Ave, 3rd floor
Park Ridge, Illinois 60068

Park Ridge

If you’re unable to make it to our office, consider scheduling a virtual appointment. Contact us today to schedule your 401(k) rollover consultation.