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The Pursuit of Financial Independence

If you currently have or have had in the past a 401(k) or recently have gone through a corporate acquisition/merger you may be eligible and should strongly consider the benefits of transferring your retirement assets into a Rollover IRA or a Traditional IRA. The expert staff at Brolen Davis are familiar with making this transition for our members which is why we can easily walk you through this process.  You will have your own dedicated financial adviser from start to finish, no hand offs, no 1-800 number and no call centers.  Your adviser can help you determine your unique appetite for risk, the goals for the account and design a customized investment portfolio just for you.  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 IRA Rollover Guide

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What's Your Risk Number

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

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A Portfolio for Everyone

Destinations Portfolio

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.

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Dynamic Portfolio

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.

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Enhanced Portfolio

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.

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Personal Financial Planning

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.   

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Benefits of an IRA Rollover

Control

Enhanced Investment Selection

Investment Flexibility

Investment Guidance