MOVE TO NEW 401(K)? OPEN NEW IRA? LEAVE W/ TIAA? ROTH CONVERSION? LIQUIDATE
Explore all your options - no cost initial consultation. Book below
Our Team
Wes Engbrecht
Wes has over a decade in the business of helping individuals and families. With his wife, Suzanne, an employee of ACT, Wes understands the importance of what the options are for her and also for you in making sure your retirement decisions will minimize risk while maximizing your future retirement account value. Asking the right questions to best understand his client's goals and objectives is important, but actually listening for understanding ensures that you and Wes are on the same page with your future needs. Book your 15 minutes with Wes to ask questions about your options today.
What my clients say about working with me.
Kacy W. says:
I am so glad I decided to respond to your outreach! When it comes to discerning financial options, it often can be overwhelming. It isn’t often in life when we are given an opportunity like this ACT change, and I wanted to be intentional about my options.
Your expertise, patience, and thoroughness were so helpful to me. You handled my numerous detailed questions with professionalism, concrete evidence, and documentation, truly helping me feel comfortable with discerning what would be best for me at this time in my life.
Now that I know I have a solid stable plan with the prior retirement savings and your phone number for guidance in the future, I have peace of mind.
Thanks for having a great personality and helping me!
Suzanne E. says:
I had numerous questions when it came to deciding what to do with my 403(b) account. Do I move it to the new 401(k), do I move it to another vehicle that I have more control over? The options seemed daunting. Wes was able to show me options that allow me to NEVER lose a penny of my money and only have it grow! Being 12 years or so from retirement, I simply can't afford to have any more years where my balance goes backwards and Wes showed me options where I won't have to worry about market downturns. I highly recommend meeting with him to see if he could help you as well.