Consolidating Retirement Accounts

In or nearing retirement, everyone should begin to look closely at their funds. If you have IRA's, 401(k)'s and pension plans scattered all over, you may want consider consolidating your accounts. At FB Financial Services, our SPF1 Financial Representatives can help you, we’re here to answer your rollover questions and find ways to:

  • Potentially save money on annual fees
  • Create opportunities to allocate, diversify, and rebalance in one portfolio
  • Offer valuable estate planning features
  • Simplify required minimum distributions
  • Provide access to one easy consolidated statement

To learn more about consolidating retirement accounts, contact us today to schedule a complimentary, no-obligation appointment. Call (800) 400-7067.

1 Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC)  and SEC Registered Investment Advisor. Investment Representatives are registered through SPF. Fremont Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.  

Products offered through SPF are:

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit