Changing Jobs/Knowing Your Options

Changing Jobs/Knowing Your Options

D. Jake Denning, CFP®, MBA
LPL Financial Advisor

If you’re changing jobs, leaving your job, or retiring and you have a 401(k) or other qualified retirement plan, you’re facing important decisions about your future financial security. And, if you’re like most people, you may not have paid much attention to your investments, other than glancing at the plan’s quarterly statements.
Now is the time to consider taking action again regarding your financial future. More than ever, you can have greater control over your money and investments. Advances in technology and the wide range of available investment programs today make it easier than ever to be decisive about your financial plan.
I can help. As a CERTIFIED FINANCIAL PLANNER ^TM Professional, I can offer you specialized guidance and objective advice about potential distribution options for your retirement funds and keeping your retirement plan on track. With increasing uncertainty in today’s financial markets, these are the times when you may need guidance and reassurance. Please feel free to contact me at (208) 656-1000 to visit about your specific questions and needs.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Beehive Federal Credit Union and Beehive Investments and Insurance are not registered broker/dealers, nor are they affiliated with LPL Financial.