Free 401(k) Rollover Consultation: What is the RIGHT Path for You?

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Our 401(k) Rollover Services

Our Pricing Structure:

Our investment fees vary according to the size of your assets.  They range as low as 25 bps up to 100 bps. Which is 0.0025% to 1.00% of your assets under management (AUM).  

As the assets increase, our fees decrease.  This is because as the assets increase, the workload eventually reaches a status quo and no longer increases. As such, we try to keep our fees competitive.

We charge for managing the assets in a fiduciary capacity and provide additional value for free!

See EVERYTHING You Get When You Set Up a Free Consultation, Today!

Free Consultation From a Fiduciary Includes

Compare 401(k) Rollover Options

  • Should you roll over your assets to an IRA?
  • Should you rollover to your new employer?
  • Should you keep your assets where they are?

Determine Your Risk Tolerance

  • What is your current situation?
  • What are your financial targets?
  • Are you comfortable with Fluctuation?

Determine Your Financial Goals

  • What are you hoping to achieve?
    • Are you looking for stable income?
    • Are you targeting specific large purchases? 

Analyze Current Fund Lineup & Performance

  • Are there any hidden fees?
  • How are your funds performing?
  • What are the current fund fees?
  • Do they align with your risk tolerance & goals?

Discuss Potential Portfolio Personalization

  • Align risk tolerance with financial goals & economic trends
  • Identify methods to minimize risk and expenses
  • Discuss personalized rollover options
Learn Your Options!
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Total Value: $500.00

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See Why Langan Financial Group is a Top Rated Financial Planning Firm

100+ 5 Star Reviews 

10+ Independent Awards

The team at Langan Financial Group has been great to work with.

Very knowledgeable about what's going on in the market and providing guidance to meet personal financial goals.

Very friendly and responsive staff. Great customer service!

Michael F.

This is a great investment firm. Their strategy is individualized to your situation.

The team is ready to help and answer questions.

 

 

Carol K.

Local Financial Advisor, Bob Langan

Free Consultation with Bob Langan

Local Financial Advisor, Alex Langan

Free Consultation with Alex Langan

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Disclosure: Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.  Cambridge and Langan Financial Group, LLC. are not affiliated. Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor.  Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, AZ,  DE, FL, GA, IA, KY, MD, NJ, NM, NY, NC, OH, PA, RI, TX, VA  Cambridge and Langan Financial Group does not offer legal advice. Estate planning services are in regards to your overall financial plan. Always be sure to speak to a legal professional in regards to specific legal matters. Fixed insurance services offered through Langan Financial Group.

 

Testimonial/Endorsement Disclosure: The testimonials may not be representative of the experience of other customers.  The testimonials are no guarantee of future performance or success.  All of the testimonials/endorsements are clients with the exception of Steven Martinez of York SPCA.  There was no cash nor non-cash compensation for any of the testimonials provided.

© Langan Financial Group 

Harrisburg, PA Office

Address: 1863 Center St, Camp Hill, Pa 17011
Phone: 717-288-1880

York, PA Office

Address: 3405 Board Rd, Suite 200, York, Pa 17406
Phone: 717-773-4085