Rollover your 401(k) or IRA and receive a $100 gift card!**
When you work with Investments at Blue, available through CFS*, you're working with decades of combined experience to help you manage your retirement. For a limited time, you can earn a $100 gift card** when you rollover your 401(k) or IRA of $25,000 or more. When you rollover your retirement plan, our team can help you:
- Potentially save money on annual fees
- Uncover valuable estate planning strategies
- Consolidate your monthly statement
- Diversify and rebalance into one portfolio
When to consider a rollover
When you've left your company...
and wish to move your money to a new account.
When you're retired or are close to...
and you want to explore your options.
When you've got one or more old 401(k)s...
and you'd like to simply managing them.
We can help make your rollover easy with these simple steps
- Contact our Licensed Sales Assistant, Jennifer Keilen, by calling (307) 432-5370. You can also click here to schedule an appointment online.
- Bring a copy of your most current quarterly or monthly statement
- A CFS* licensed advisor will help you decide if you want to rollover into a Traditional or Roth IRA
- We'll help direct funds from your old account to your new one
- Receive a $100 gift card!**
Meet our team!
Our CFS* licensed advisors can help you manage your wealth and strategically add existing investments to your new portfolio, all while keeping your goals and personal values in mind.