I'm not sure I am saving enough for my retirement. What kind of help can I get?

A full review of your current retirement savings, as well as various "what-if" scenarios, is an important part of the financial planning services that are provided to you at no cost. A Northfield Investment Services representative will work with you to create a plan for your investments based on your financial situation, your investment goals, your time horizon, and your tolerance for risk.

I am changing jobs. Can you provide help with my 401(k) rollover?

Absolutely. Changing jobs is an important time to review your 401(k), and you have options for what to do next: leave it where it is, roll it into a new plan, roll it to an IRA, or cash it out. A Northfield Investment Services representative will help you transfer it properly, and make sure you do not lose the tax-deferred status of your retirement funds.