San Diego Office
Los Angeles Office
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.
**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.
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.
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
Some of the Things We Help With