What To Expect in this Webinar?
As retirement gets closer, there’s one thing most people overlook: All those investment accounts you’ve collected along the way. Old 401(k)s. IRAs opened years ago. A brokerage account you set up during a market run. They’re all part of your retirement plan — but right now, they might not be working together.
When your accounts are scattered, unmanaged, or just outdated, it becomes harder to see the full picture of your savings, know how much risk you’re taking on, or how to create a steady income plan for retirement.
Join us for an informative online session where we will discuss strategies to optimize your investment portfolio or 401(k) for the year 2025. Learn about current trends in the market, diversification strategies, and how to maximize your returns. Whether you are a seasoned investor or just starting out, this event will provide valuable insights to help you make informed decisions for your financial future. Don't miss out!
Who is Caplo Advisory?
Your Financial Partner for the Life You’re Building
We’re not your typical financial advisors. And we’re proud of that. We believe a good plan begins by building a relationship. We'll work together to create a financial plan that’s easy for you to implement, gives you confidence that your wealth is being managed, and achieves your goals while you focus on your profession, your family, and your life.
What's a Rollover?
A rollover is simply the process of moving your investment account, like a 401(k), IRA, or similar, from one place to another without triggering taxes. Instead of cashing it out and facing penalties, a rollover lets you transfer your money safely, giving you more control over how it’s invested and aligned with your goals.
Why is it Important?
Old 401(k)s from past jobs. An IRA you opened ages ago. That brokerage account you started during a market upswing. They’re all part of your financial future—but if they’re scattered and unmanaged, they may not be working together toward your goals.
Do These Feel Familiar?
You’re Not Alone.
Not sure what to do with your old 401(k)?
Losing money to hidden fees?
Confused by paperwork or tax implications?
Your account is just…sitting there, doing nothing?
We get it. That’s why we’ve made it our mission to simplify this process and maximize your outcome.
What Do You Gain Rolling Over?
Reduce management fees
Build a personalized portfolio
Make withdrawals easier in retirement
Plan for taxes, healthcare, and legacy goals
At Caplo Advisory, we’ll guide you through the process to ensure your rollover is simple, strategic,
and tax-efficient.
Getting Started is Easy
01
Let’s Talk Goals
We start with an introductory call to understand your existing retirement accounts, your goals, risk tolerance, and timeline.
02
Build Your Strategy
Together, we will design a tailored plan outlining the rollover process and what to expect with your new investment.
03
Roll It Over
We handle the logistics—from paperwork to compliance we will work with you throughout the whole process. You start building your future.
04
Plan your Future
Now that you’re a Caplo client, our partnership begins. As your trusted advisor, we’re here to ensure you always have clarity—knowing where your money is, how it’s working, and how it supports your goals.
Caplo Advisory Makes Rollovers Simple
Personalized Guidance
Ongoing Reviews & Check-ins
Fiduciary Financial advisors
Tailored Financial Plans
We make sure your portfolio stays on track to give you peace of mind.
Getting Started is Easy
01
Let’s Talk Goals
We start with an introductory call to understand your existing retirement accounts, your goals, risk tolerance, and timeline.
02
Build Your Strategy
Together, we will design a tailored plan outlining the rollover process and what to expect with your new investment.
03
Roll It Over
We handle the logistics—from paperwork to compliance we will work with you throughout the whole process. You start building your future.
“I had no idea what to do with my old 401(k). Caplo not only handled it all—they showed me how to grow it smarter. Now, I feel like I’m actually in control of my future.”
— Alyssa M., Real Estate Professional
A partnership built on a stronger financial future
We believe in building strong relationships. The better we know you – your lifestyle, goals, and concerns – the better we can tailor your financial plan and guide you toward achieving your goals.