Welcome to Rollover360

WE HELP

TO FUTURE PROOF YOUR RETIREMENT

Ensure your retirement is secure and well-prepared with the expertise of 401(k) Rollover Specialists.

Welcome to Rollover360

WE HELP

TO FUTURE PROOF YOUR RETIREMENT

Ensure your retirement is secure and well-prepared with the expertise of 401(k) Rollover Specialists.

About Us

We Help Clients To Retire Successfully

We are committed to helping our clients retire with confidence and financial security. Our expert team guides you through personalized retirement planning, ensuring you never run out of money during your golden years.

Additionally, we facilitate smooth 401(k) rollovers from your previous employer to a self-directed IRA, optimizing your retirement strategy for a brighter future. Trust us to safeguard your financial well-being and achieve your retirement dreams.

About Us

We Help Clients To Retire Successfully

We are committed to helping our clients retire with confidence and financial security. Our expert team guides you through personalized retirement planning, ensuring you never run out of money during your golden years.

Additionally, we facilitate smooth 401(k) rollovers from your previous employer to a self-directed IRA, optimizing your retirement strategy for a brighter future. Trust us to safeguard your financial well-being and achieve your retirement dreams.

What we do

Our Services

EXPERT GUIDANCE

Help clients understand their options and make informed decisions when rolling over their 401(k) funds into annuities.

PLAN SELECTION

Provide a range of annuity options, explaining their features and benefits, to find the most suitable one for each client's needs.

CUSTOMIZED PLANNING

Develop personalized retirement plans that incorporate annuities to ensure a secure financial future for clients.

RISK ASSESSMENT

Analyze clients' risk tolerance and recommend annuity products that align with their risk preferences and financial goals.

TAX-EFFICIENT STRATEGIES

Advise on tax implications related to 401(k) rollovers and help clients maximize tax benefits through annuity investments.

SUPPORT AND REVIEWS

Offer continuous monitoring and updates on annuity performance, ensuring clients' financial strategies remain on track to meet their retirement objectives.

What we do

Our Services

EXPERT GUIDANCE

Help clients understand their options

and make informed decisions when rolling

over their 401(k) funds into annuities.

PLAN SELECTION

Provide a range of annuity options, explaining their features and benefits, to find the most suitable one for each client's needs.

CUSTOMIZED PLANNING

Develop personalized retirement plans that incorporate annuities to ensure a secure financial future for clients.

RISK ASSESSMENT

Analyze clients' risk tolerance and recommend annuity products that align with their risk preferences and financial goals.

TAX-EFFICIENT STRATEGIES

Advise on tax implications related to 401(k) rollovers and help clients maximize tax benefits through annuity investments.

SUPPORT AND REVIEWS

Offer continuous monitoring and updates on annuity performance, ensuring clients' financial strategies remain on track to meet their retirement objectives.

Get your FREE consultation now

Take the first step towards securing your financial future. Schedule your free consultation today and discover how we can tailor a retirement plan that suits your unique needs and goals.

Get Your FREE Consultation

Now

Take the first step towards securing your financial future. Schedule your free consultation today and discover how we can tailor a retirement plan that suits your unique needs and goals.

Staff

Our Team

Dr. David Smothers

Financial Strategies

NPN #19860834

Dr. Latrece Smothers

Financial Strategies

NPN #19860829

Pastor Van Lucas

Financial Strategies

NPN #17757961

Staff

Our Team

Dr. David SMothers

Financial Strategies

NPN #19860834

Dr. Lattrece Smothers

Financial Strategies

NPN #19860829

Pastor Van Lucas

Financial Strategies

NPN #17757961

History

History Of Our Firm

Over the past two years, our firm has embarked on a rewarding journey, touching the lives of hundreds of families. Through our expertise in life insurance, we have empowered our clients to secure their financial future with confidence. From legacy planning to retirement strategies, we stand committed to guiding our clients towards greater financial security and prosperity. Our dedication and passion have earned us the trust of those we serve, and we look forward to continuing this impactful journey for many more years to come.

History

History Of Our Firm

Over the past two years, our firm has embarked on a rewarding journey, touching the lives of hundreds of families. Through our expertise in life insurance, we have empowered our clients to secure their financial future with confidence. From legacy planning to retirement strategies, we stand committed to guiding our clients towards greater financial security and prosperity. Our dedication and passion have earned us the trust of those we serve, and we look forward to continuing this impactful journey for many more years to come.

What client say about us

We cannot express how grateful we are for your exceptional assistance with our 401(k) rollover. Your expertise, professionalism, and genuine care for our financial well-being truly stood out throughout the process. Thanks to your guidance, we now have a retirement plan that gives us peace of mind and confidence in our financial future. You've made a significant difference in our lives, and we are so thankful to have you as our trusted advisor.

Bill and Belinda

Event Planning

I want to extend my heartfelt gratitude for introducing me to the world of annuities and guiding me through the process. Your knowledge and dedication in helping me understand the benefits and potential of annuities were exceptional. Thanks to your expertise, I now have an annuity that provides both financial security and peace of mind for the future. I couldn't have asked for a better advisor, and I am truly thankful for your support and care.

Nikita

School Teacher

Frequently Asked Question

How can I transfer my 401(k) from my previous employer to a self-directed IRA??

We can assist you in facilitating a smooth 401(k) rollover, ensuring your retirement savings are properly transferred and managed to meet your financial objectives.

What are the potential tax implications of a 401(k) rollover?

Our team of experts will guide you through the rollover process, helping you understand the tax implications and offering strategies to minimize any tax burden.

What is the difference between a fixed annuity and a variable annuity?

Fixed plan offer a guaranteed interest rate, while variable plan offer potential growth tied to the market's performance. We can explain the distinctions and help you choose the right annuity type for your financial goals.

Can annuities provide a reliable income stream during retirement?

Yes, annuities can offer a reliable income stream, known as annuitization, allowing you to receive regular payments for a set period or even for life. We can help you explore annuity options that align with your retirement income needs.