Retirement Accounts

Jon Rosenthal focuses on helping you plan for your financial future. His investment approach will reflect your priorities. If you are unhappy with your current portfolio, Jon can show you how to rollover your old accounts into investments with the potential to help you protect and grow your wealth while minimizing unnecessary risk.

If you decide to you rollover your 401(k), 401(a), 403 (b), 457, Pension or IRA accounts, Jon Rosenthal can help you choose investments that align with your current or future retirement goals.

Sadly, many people delay investment decisions because their uncertain about the facts. Jon will show you how he may help you to…

  • Protect your savings
  • Keep your money growing
  • Create streams of income

Jon’s main focus is on retirement accounts…he has the ability to provide you with technical resources and over 25 years of financial experience to help you choose appropriate investments.