Move old 401(k), 403(b), and IRA accounts without taxes or penalties — guided by licensed broker and financial advisor Conrad Williams, right here on the Treasure Coast.
Left-behind retirement accounts from past employers often sit in high-fee funds you've forgotten about. A properly handled rollover consolidates them into flexible, lower-cost options while avoiding a surprise tax bill.
For the roughly 4000+ residents of Indian River Shores in Indian River County, working with a local advisor who understands the Treasure Coast makes rollover services clear and actionable. Conrad Williams builds a strategy around your income, goals, and timeline — not a one-size-fits-all template.
Move 401(k), 403(b), and IRA balances the right way to keep them fully tax-deferred.
Consolidate old accounts into cost-effective options so more of your money keeps working.
Time your rollover around job changes and retirement to avoid penalties and mistakes.
Bring scattered accounts together so your retirement plan is simple to see and manage.
Whether you're years from retirement or ready to make the most of what you've built, Conrad helps Indian River Shores individuals and families make confident decisions about their money.
Licensed insurance broker and financial advisor with 11+ years helping families build, protect, and preserve their financial future. A Toastmasters leader and co-author focused on growth and legacy.
Serving Indian River Shores and all of Indian River County.
Get rollover services tailored to your goals with a free, no-pressure consultation. Serving Indian River Shores, Indian River County, and the greater Treasure Coast.