Established in 1994, we are a small organization of CFP's and Registered Investment Advisors who help people make investment decisions and maximize portfolios. We are based out of Indianapolis, and have recently opened a branch office in my hometown of Osgood. Our focus is mainly on IRA Rollovers and managing retirement assets.
Some of the costs of NOT rolling over your 401K include:
-Limited investment options
-Administrative fees and charges
-No account supervision
-No professional advice
If you or someone you know has changed jobs, there are new options for your assests. I would be happy to meet with you to discuss your options, and together decide if we are the right firm to manage your investments.
Park + Elm Investment Advisors
420 S Buckeye Street
Osgood, IN 47037