Financial Services Since 1991
Your Retirement Our Focus

7900 Kirkland Court
Portage, MI 49024

Pensions & 401K Options

Retired Couple at Lake

Carefully consider all of your available options which may include but not be limited to keeping your assets in your former employer's plan; rolling over assets to a new employer's plan, IRA rollover, or taking a cash distribution (taxes and possible withdrawal penalties may apply). Prior to a decision, be sure to understand the benefits and limitations of your available options and consider factors such as differences in investment related expenses, plan or account fees, available investment options, distribution options, legal and creditor protection, the availability of loan provisions, tax treatment, and other concerns specific to your individual circumstances.

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Georgia (GA), Illinois (IL), Indiana (IN), Massachusetts (MA), Michigan (MI), New Jersey (NJ), Ohio (OH), Tennessee (TN), Texas (TX), Virginia (VA), Washington (WA), & Wisconsin (WI). ​

The Retirement Wealth Management Group, McAfee Financial Services, DocSpot Financial, Alkhamis Financial Retirement Wealth Management and LPL Financial are separate entities.