Changed jobs
Understand the choices available for a retirement account left with a former employer.
Complimentary Rollover Decision Blueprint
Left a retirement account behind at an old job?
Before you move it, see how it fits into your complete retirement plan. FortiGuard will help you understand the available choices and the questions worth answering first.
Request my free rollover reviewApproaching retirement
See how the account may support income, flexibility and the retirement timeline ahead.
Multiple old accounts
Evaluate whether consolidation could simplify the picture without giving up valuable plan features.
Unsure what to do
Compare the tradeoffs before completing paperwork or making an irreversible decision.
Your visual decision report
See the account in the context of your retirement.
Your complimentary Genesis Blueprint organizes the account alongside pensions, Social Security, other savings and projected income—so the conversation is about your whole retirement picture.
Fictional client example for illustration only. A report is educational and is not a recommendation, official plan calculation or guarantee.
What happens after you schedule
Free intake call
We meet on Google Meet to discuss your income, situation, retirement accounts and goals.
Blueprint presentation
The following week, we typically meet again to review your retirement picture and potential rollover considerations.
Report and follow-up
We email your free Blueprint after the presentation and schedule another call only if it would be useful.
All calls and the Blueprint are free. We do not request Social Security numbers, driver’s-license information, login credentials or payment during this process.
Start your complimentary rollover review
Six questions can make the first conversation more useful.
Get a preliminary eligibility screen, share the details our team needs, and then choose a convenient time to meet virtually.
A rollover is not appropriate in every situation. Consider investment options, services, fees and expenses, withdrawal rules, required minimum distributions, creditor protection and tax consequences before deciding. Eligibility and available options must be confirmed by the plan administrator.