You have so many choices when it comes to investment accounts.  Should you participate in your employer sponsored retirement plan or should you open an individual Roth or Traditional IRA?  What is the difference?  Should you do both?  At Shaw & Associates we will help you determine what options you have available and help you prioritize where you should invest your retirement savings.

Shaw & Associates can also help you when you are in transition.  Maybe you have advanced your career by moving to a new company or industry. Perhaps you’ve had the unfortunate experience of being laid off. Whatever the circumstances, you now have a lingering 401(k) and no idea what to do with it.   Shaw & Associates helps you understand all your options and gets your hard-earned retirement savings working for you as quickly and efficiently as possible. We work with you to navigate the confusing waters associated with 401(k)s and help you decide which options are best for you.