San Diego Office

2305 Historic Decatur Road Suite 100
San Diego, CA 92106

Los Angeles Office

445 South Figueroa Street 31st Floor
Los Angeles, CA 90071

Retirement Planning & Rollover Account

Why a JG Wealth Management Rollover IRA?

Access to a wider range of investments rather than being limited to choices available in your former employer's plan.

More customized approach to your retirement plan to meet your specific goals

You may have the option to convert to a Roth IRA

Receive Additional Financial services and a dedicated advisor instead of a call center.

One of the greatest advantages of rolling your retirement savings plan into a JG Wealth Management IRA is that you now have a seasoned financial professional whose job it is to stay current on all market trends along with your unique needs and goals to ensure that they are all properly aligned. Retirement planning is one component of your total financial picture. We help with all areas of your financial life in the short & long term.

Process

**for more information regarding our account opening process, please visit our Account Opening and Onboarding page.

Rolling over your retirement savings plan into a JG Wealth Management IRA is a simple process.

1st Step – Meet with Advisor

2nd Step – Complete Client Information Form

3rd Step – Review & Sign pre-filled new account application (information used from client information form). A recent copy of transferring account statement & photocopy of identification also need to be submitted.

Retirement Planning with JG Wealth Management

Don't let retirement sneak up on you. Run towards it knowing you've taken the essential steps to retire on YOUR terms. No matter if you're early in your career, closer to retirement or already there, we'll work with you to assist in the transition.

Your Retirement, Your Goals, Your Plan!

No two people envision the same retirement. Some people want to chase good weather, and some want to travel or help their families financially, while some are passionate about giving to their favorite cause. No matter what your priorities are, we're here for you!

Typical Client Priorities

  • Maintaining your standard of living during retirement
  • Deciding to stay in your current home, move into a bigger or smaller home, or buy that vacation home you always dreamed of!
  • Managing healthcare expenses
  • Being able to financially help the people you love
  • Spend YOUR time doing what YOU want
  • Volunteering, mentoring, or charitable giving
  • Work because you want to not because you have to, or maybe start a business

Some of the Things We Help With

  • IRA
  • 401(k) Rollovers
  • All Rollovers
  • Retirement Plan Administration (Business)
  • Roth IRAs
  • Retirement Plan Distributions
  • Income Planning
  • Social Security Integration
  • IRA Rollovers
  • Annuities
  • Retirement Needs Analysis
  • Life Insurance

Have any questions?
We would love to get you answers and to see if we are a good fit together!

To schedule an appointment please click here!