Transition Planning

Experienced advice for clients changing jobs, selling a business, or retiring

transition-planning

Successfully managing life transitions requires forethought and planning. For those changing or leaving a job, retiring from a career, selling a business, or starting a new venture, transition planning needs to be an integral part of your decision making process. Ardent Retirement Planning specializes in savings plan rollovers and reviewing your pension options so that you can make the best choice for your given situation. Specialists can walk you through the process from start to finish to help ‘mitigate’ the risk of making mistakes, leading to unexpected tax ramifications that could be extremely costly to your long-term financial goals.

Clients look to Ardent Retirement Planning for transition planning proficiency in:

  • Retirement Analysis & Planning
  • Reviews, rollovers, and consolidation of 401(k) and 403 (b) savings plans
  • Review of company benefits during employment and at retirement
  • Pension maximization
  • Business Succession Planning
  • Risk Management

Interested in having us review your current financial plan?
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Securities offered through Securities America, Inc. member FINRA/SIPC, Ardent Retirement Planning Advisors are Registered Representatives. Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory firm, Ardent Retirement Planning Advisors are Financial Advisors. Ardent Retirement Planning and the Securities America companies are separate entities.Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.Securities licensed in AZ, CA, CT, FL, IL, IN, KS, MD, NJ, NY, NC, SC, TN, WA, PA