. The Pursuit of Financial Independence If you currently are participating in a 401(k) or have in the past saved into a 401(k), and are impacted by a recent company merger/acquisition or separation of service, this may pertain to you. These types of life events typically bring about multiple options in ones 401(k) plan. Navigating the many options available and determining which is right for you doesn't need to be complicated. The expert staff at Brolen Davis are familiar with these options and can easily walk you through determining which option is right for you. Our promised to you, you will have your own dedicated financial advisor from start to finish, no hand offs, no 1-800 number and no call centers. Your advisor can help you determine your unique appetite for risk, the goals for the account, provide a retirement projection and design a customized investment portfolio just for you, if needed.It doesn't stop there when you have an account with Brolen Davis you will receive professional management of your account for a fraction of the cost of traditional financial advisory firms. Use the interest form below to learn if a rollover is right for you. Please feel free to view the IRA rollover Guide for more information. Click Here for the 401k Rollover Guide View Here What's Your Risk Number Are you comfortable with the amount at risk in your portfolio? Take our 3 minute interactive quiz and find out. Risk Number Get Started Name Email Address Phone Additional Info Thank you! Oops! A Portfolio for Everyone Destinations Portfolio Our Destination Portfolios are for those looking for a similar portfolio to their previous 401(k) with significantly increased investment options and provides professional investment management. Learn more Dynamic Portfolio Our Dynamic Portfolios are individually crafted and managed to meet the specific needs of the member. We use a combination of stocks,bonds and ETF's to accomplish this for our members. Learn more Enhanced Portfolio Our Enhanced Portfolios are compounded on an individual basis for those looking for benefits like: guaranteed income for life, account bonuses, enhanced death benefits, account value protection and others. Learn more Personal Financial Planning For those that are looking to be proactive in accomplishing their financial goals and prefer to have a roadmap with turn by turn guidance. Learn more Benefits of an IRA Rollover Control Enhanced Investment Selection Investment Flexibility Investment Guidance Download Our Free Ebook If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure." First Name Last Name Email Address Get Access to Exclusive Content This page is only available to members of our community. Join us today and get full access. First Name Last Name Email Address Thank you! Oops!