Broker Check

Addressing Your Needs: Starting a new job

Congratulations on your new job! There is a lot to navigate when you take a position with a new company. Salary, benefits, and retirement are just a few items that may be on your mind, and you may have a lot of questions. We're here to assist you through selecting your benefits, and making any adjustments to your savings, investments, and budget based on your new salary.

Questions we can help you answer:

  • What are suitable options for an old 401k?
  • What if my new company does not offer retirement benefits? Can I still save for retirement?
  • How much should I invest toward retirement?
  • What benefits should I select at my new company?
  • Which life and disability insurance choices are right for me?