Hospitality Industry

Did COVID-19 Shake up Your Employment?

The pandemic has caused tremendous damage to the leisure and hospitality industry. Companies struggle to survive and many restaurants and bars have been permanently closed.  The economy continues to improve but the hospitality industry still has a long way to go.

Changing Jobs and How It Affects Retirement

Many in hospitality have been furloughed, laid off, or have moved to a new company. Others have left the industry completely and chosen a new path. Job changes may create questions regarding old 401ks and retirement plans.

What to Do With Your 401k

If you have changed jobs, and you’re wondering what to do with your old 401k, we can help answer that question. Whether you are just 30 years old, or a few years from retirement, we walk with you through each step of the process, helping organize your old accounts. You don’t want to forfeit your savings, and the right retirement plan can help you stay on track.

Begin With a Plan

Everyone’s situation is unique and requires a tailor made plan to meet their needs. We serve as fiduciaries and focus on creating a holistic financial plan for you and your family. Contact us below and we may be able to help.