Weston 401(K) Help
Confused About What to Do With Your 401(k)? Let’s Review Your Options Together.
Get professional 401(k) rollover services from Olga Espiritu, CFP®. Serving Weston & South Florida families with educational, no-pressure retirement strategy sessions.
401(k) Rollover Options -Educational session With a CFP®
If you’ve recently changed jobs or are approaching retirement, you might be wondering what to do with your old 401(k). Should you roll it over to your new employer's plan, leave it where it is, move it into an IRA or cash it out? I’m Olga Espiritu, CFP®, a Certified Financial Planner serving Weston, FL and South Florida, and I help individuals and families make confident, informed decisions about their retirement savings. Through a personalized 401(k) Rollover Options Education Session, we’ll explore your options, compare fees and tax impacts, and create a strategy that keeps your money aligned with your long-term goals.
Ready to Make a Smart Move With Your 401(k)?
Your retirement money deserves a plan—not guesswork.
Let's get your ducks in a row.
Schedule a complimentary 30-minute 401(k) Rollover Options - Educational Session to understand your options before making any big decisions. We’ll walk through what makes sense for you—based on your timeline, goals, and lifestyle.
📞 Call (954) 477-3997
💻 Virtual meetings available
