Free 401(k) Rollover Consultation: What is the RIGHT Path for You?
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
Total Value: $500.00
Get all of this for FREE!
Just set up the appointment
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.
Free Consultation with Bob Langan
Free Consultation with Alex Langan
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FREE Benchmark Comparison Services
Financial Advisor Locations:
Camp Hill, PA Financial Planning Office
York, Pa Financial Planning Office
Harrisburg, PA Financial Planners
Communities Served:
Langan Financial Group, LLC ("Langan Financial Group" or "LFG") is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. LFG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
Important information about our firm is on our Disclosures page. You can review our registration and disciplinary history on the SEC's Investment Adviser Public Disclosure (IAPD) website and, for brokerage registrations, on FINRA's BrokerCheck. This website is for general information only. It is not legal, accounting, or tax advice. Please talk with your own legal or tax professional about your situation. Important information about our firm is on our Disclosures page.
You can review our registration and disciplinary history on the SEC's Investment Adviser Public Disclosure (IAPD), website and, for brokerage registrations, on FINRA's BrokerCheck.
This website is for general information only. It is not legal, professional about your situation.
© 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
