Let us take you through some of these benefits:
Professionally Screened
Investments
- To help you diversify your investments in the Rollover123 program, Synergy Financial Management, an independent investment advisory firm, carefully screens thousands of mutual funds to select top performing, low cost options for your IRA.
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Investment Advice
Review your retirement savings strategy anytime with our Investment Advice Engine provided through Financial Soundings. Our online investment questionnaire can help you make well-informed decisions when looking to invest your savings.
Retirement Readiness Report
Financial Soundings provides all investors with an annual report that assists you in making future retirement savings and investment decisions. This report is designed to give you a roadmap for meeting your retirement goals.
Online Access:
Stay informed and keep track of your investments 24/7 with our secure online account access. Check balances, change investments, visit Financial Soundings, view transaction history, and more at your convenience.
Consolidate IRA’s
Looking to consolidate your retirement funds? Rollover123 also accepts transfers from other IRA’s and rollovers from retirement plans. You can also contribute additional funds to the account.
Customer Care
Professionals and Tools
Rollover123 has self-service tools as well as trained representatives available to answer your questions and guide you through the process.
About Us
Rollover123 has contracted with Financial Soundings to provide Investment Advice for your IRA at NO ADDITIONAL COST. Working in tandem with the beta research team at Segal Rogerscasey, Financial Soundings has an age appropriate risk-based model portfolio for your IRA assets.
As an additional free service to you, Financial Soundings also offers unlimited access to their Retirement Readiness Portal where you can tailor the advice recommendation to fit your personal situation.
After logging into the Rollover123 portal, click on the Manage heading followed by the link to Change Investment Strategy. From here you will see the option to Get Advice where you will be sent over to the Financial Soundings Retirement Readiness Portal.
Matrix Trust Company is the custodian for the IRA account. Matrix Trust is a Colorado State chartered non-depository trust company and a wholly owned subsidiary of Matrix Financial Solutions and Broadridge Financial Solutions (NYSE:BR). Matrix Trust Company provides administrative, directed custodial and trustee services to 176 institutional customers and over 85,000 employee benefit plans and individual custodial customers. Matrix Trust Company is not an investment adviser and does not provide investment advice or investment recommendations. The recordkeeping is performed by SK Professional Services.
Financial Soundings is an independent accountholder advice provider. While it’s no secret that reaching any goal is made easier with a formal plan, many people never get around to making one because of the time, effort, and costs involved. By eliminating each of these obstacles, Financial Soundings helps Americans make their aspirations a reality.
Financial Soundings was founded to make unbiased financial services-previously available only through financial advisors-accessible and affordable for all Americans. What makes us unique is not only the ease-of-use of our programs, but also their unprecedented level of customization. We simply don’t believe in the status quo “one size fits all” approach.
Regardless of your age, income, or marital status, we’re here to help you find solutions to some of today’s most pressing retirement concerns.
With proper planning, the goals you have today can be within your reach tomorrow. Thank you for giving us this opportunity to help you make them happen!
Let’s take a look at how these services help you:
IRA Custodian - Matrix Trust Company
Professionally Screened Investments
Investment Advice Engine
Retirement Readiness Report
Online Access
Customer Care Professionals and Tools
For more information: To get the Financial Soundings Disclosure Brochure, Code of Ethics, Privacy Policy, or other documents, visit their website at FinancialSoundings.com, email them at info@financialsoundings.com, phone them at 678.393.8222, or send your request to them at 1121 Alderman Drive, Suite 205, Alpharetta, GA 30005-5471. Information about Financial Soundings is also available on the Internet at adviserinfo.sec.gov.
Investment Options
- DFA Commodity Strategy Institutional
- DFA International Small Company I
- DFA Real Estate Securities I
- Dodge and Cox Stock
- Harbor Bond Institutional
- JP Morgan Growth Advantage I
- PRIMECAP Odyssey Growth
- Schwab S&P 500 Index
- Templeton Global Total Return A
- Vanguard Emerging Mkts Stock Idx Adm
- Vanguard Extended Marked Index Investor
- Vanguard High Dividend Yield Index Inv
- Vanguard Inflation-Protected Secs Adm
- Vanguard International Growth Inv
- Vanguard Mid Cap Growth Inv
- Vanguard Precious Metals and Mining Inv
- Vanguard Selected Value Inv
- Vanguard Short-Term Investment – Grade Adm
- Vanguard Small Cap Index Adm
- Vanguard Total Bond Market Index Adm
- Vanguard Total Intl Stock Index Inv
- Vanguard Total Stock Mkt Idx Adm
- Wester Asset Core Plus Bond I
To learn more about opening and managing your IRA, click on our Frequently Asked Questions (FAQs) tab.