Wickham Services

Request A Quote
  • Financial Services
    • Business Retirement Plans
    • Financial Calculators
    • Risk Analysis
    • View Account Online
  • Insurance Services
    • Pay Online/File a Claim
    • Annuity
    • Auto
    • Boat
    • Business
    • Disability
    • Health and Dental
    • Homeowners
    • Life
    • Long Term Care
    • Motorcycle
    • Renters
    • Umbrella
  • Events & Classes
  • Resources
    • Blog
    • FAQ
    • Lunch & Learn webinars
    • Informational Videos
    • Form CRS-Client Relationship Summary
  • About
    • Mission
    • Relationship Building Process
  • Contact

401k rollover

Can I Leave My 401k with My Old Employer?

Posted on August 14, 2019August 14, 2019 by Jeremy Cronemeyer

What to do with your retirement savings is one of the biggest decisions you have to make when changing jobs. […]

Read More »
Posted in Blog, Financial Tagged 401k, 401k rollover, changing jobs, financial planning, new job, retirement plan, retirement savings, roll over 401k, transfer 401k, wealth management

Should I Roll Over My 401(k) to a Traditional IRA?

Posted on May 31, 2019May 31, 2019 by Jeremy Cronemeyer

Starting a new job presents an opportunity for you to make changes to your retirement savings plan. Evaluating all of […]

Read More »
Posted in Blog, Financial Tagged 401k, 401k rollover, financial planning, IRA, new job, retirement, Retirement Plans, traditional IRA, wealth management

Should I Roll Over My 401(k) to My New Employer?

Posted on May 15, 2019May 15, 2019 by Jeremy Cronemeyer

How to manage your 401(k) is one of the biggest decisions you face when changing jobs. If your new employer […]

Read More »
Posted in Blog, Financial Tagged 401k, 401k rollover, balance transfer, financial planning, investment, new job, retirement, wealth management
  • Investments
  • Auto
  • Homeowners
  • Business

Contact Us

Complete the form below or call 770-424-8711.

Recent News

How Much Income Do I Need After Retiring?

When you plan for retirement – which is hopefully long before you’re thinking about actually retiring – the biggest question […]

Read More

Now or Later?: The Best Age to Retire

Delayed gratification – putting off an immediate reward for the promise of a bigger reward later is a great way […]

Read More

I’m Nowhere Near 65: Can I Really Retire?

A lot of things come around sooner than we like, be it Tax Day or a birthday. But early retirement? […]

Read More

DBA Wickham Financial Group, Inc – The Wickham Agency, Inc – Wickham Taurus Group, LLC

Wickham Financial Group, Inc is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Wickham Financial Group, Inc. and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wickham Financial Group, Inc. unless a client service agreement is in place.

https://brokercheck.finra.org/  

http://www.finra.org/

Client Relationship Summary

 

Wickham Financial & Insurance Services
331 Washington Ave
Marietta, GA 30060
770-424-8711

© 2021 Wickham Financial & Insurance Services