Job changes and life changes are always a great time for individuals to gain control of their assets.  Christy has partnered with many clients to roll their old company retirement plans into one place to have access to an expanded pool of investments rather than limited choices available with a company plan. 

Recently, Christy worked with a client that had remarried and moved several times, leaving several company retirement plans behind.  She was no longer getting statements because of her moves and had lost sight of her hard-earned money that had been put aside for her future retirement goals. 

This individual partnered together with Christy to locate the forgotten plans that were underperforming and no longer appropriately diversified based on her current view of risk.  Then they got the clients name and mailing address updated and collaborated to consolidate the accounts into one. Working with Christy allows this client to now can get personalized service based on her unique goals for the future versus someone in her age group that may have a different view/plan for the future.