4 Your 401k

By DCP Asset Management, LLC

 

Give your old 401k a metamorphosis, and let us help you transform it into an attractive portfolio that lets you move freely and confidently.

We know that you have many choices when it comes to rolling over your old 401k.

We'd like you to consider a few things before making that decision.

Why roll over or transfer to DCP Asset Management?

We're ready to help.

We will help you through every step of the process.  We can even call your old 401k provider with you and help you fill out transfer forms.  Just call us at 330.931.1846.

Our 3-step process is simple.

Open a new IRA.  We help you complete our paperwork in a few minutes, go over everything you need to know and open your IRA.

Fund your account.  Contact the administrator of your previous employer's retirement plan (with our help, if necessary) to request the appropriate rollover forms.  Then return the completed rollover forms to the administrator, asking for your funds to be delivered to your new IRA.

Build your portfolio.  Once your funds are deposited, we'll professionally build your retirement portfolio and our experienced investment advisors will manage it for you.

Investment choices tailored just for you.

We help you choose investments that fit your personal situation and goals.  We also have access to a broad range of investments including mutual funds, ETFs, stocks and bonds. 

 

Which IRA is right for you?

We provide a variety of retirement accounts to choose from according to your objectives, including Traditional, Roth and Rollover IRAs.

Think Smaller!

Bigger isn't always better. 

Large national financial services companies have names you recognize, but they also have large overhead.  They have a lot of employees, a lot of vice presidents with big paychecks, and big fancy office buildings that cost a lot of money.  All of these expenses usually end up costing you more money in fees.

Online brokerage companies. 

Online companies make it sound like it will be easy, and just like working with a real life person.  In reality, it's not.  Online companies are large and impersonal.  Yes, they have 800 numbers that you can call to get help, but you still end up with most of the responsibility of getting your account moved.  Then you have to choose the investments yourself.

Click below, enter your information and type "4 Your 401k" in the box and we'll get the process started.