Jim and Nancy wanted to ensure they were on track to retire in just over a decade. However, with aging parents in need of care, they also wanted to come up with a plan for one of them to be able to retire a few years early (before full retirement age). Jim and Nancy met with the Emerj360 team and were able to develop a personalized plan with the help of a certified financial planning professional on the team. After some important conversations and strategic planning, they gained peace of mind knowing they had a plan in place to retire early if they needed to care for their parents.
David, a 401(k) participant who had attended a few education sessions hosted by Emerj360 at his place of employment, set up a one-on-one session with Emerj360 to see how to handle a 401(k) account he had from a previous employer. To his surprise, he discovered over $300,000 in the account, which he was able to roll over into an Emerj360 account. David now enjoys the added benefit of Emerj360’s personalized financial planning services as well.
Emerj360 was able to help provide solutions to 401(k) participants of a local employer who sold their business. Many employees transitioned their retirement savings into Individual Retirement Accounts (IRAs), allowing them to continue investing while avoiding taxes and early withdrawal penalties. These employees have since maintained their relationships with Emerj360, benefiting from personalized service from local financial professionals they have grown to know and trust.
Ready to create a personalized financial plan that aligns with your goals and sets you up for a successful retirement? Let’s get started on your financial goals today.