We make the rollover process seamless and stress-free. Here’s how it works:

1. Complete The Rollover Questionnaire: Click the above below to get started.

2. Schedule Your Rollover Meeting: Once we’ve collected all the information, we will be ready to explain your options

3. Execute the Rollover: Whether it be by yourself, or with us, we’ll guide you step-by-step through the process, ensuring everything is done correctly.

At FIDO, we believe in providing expert advice without hidden fees or commissions. Our 401(k) rollover assistance is offered for a flat, one-time fee of $100.

What you get for $100:

• A personalized review of your current retirement plan and rollover options.

• Step-by-step guidance through the rollover process, ensuring accuracy and compliance.

• Peace of mind knowing your retirement savings are in capable, unbiased hands.

This straightforward fee reflects our commitment to transparency and delivering value to every client. You’ll never pay extra for advice or face pressure to buy additional products—our focus is always on your best interests.

A 401(k) rollover is the process of moving funds from your former employer's retirement plan into an Individual Retirement Account (IRA) or your new employer’s 401(k) plan. This can help you maintain control over your investments, streamline your accounts, and potentially save on fees.

But the process can feel overwhelming—paperwork, tax implications, and investment choices can all create roadblocks. That’s where we come in.

At FIDO, we specialize in helping individuals like you make smart, confident decisions about their retirement savings. As fee-only fiduciaries, our only goal is to act in your best interest—no commissions, no conflicts of interest.