401 k plan

Kristi Sullivan is quoted on CNBC on collecting the retirement money in your former employer’s 401(k) plan

Do you have any previous employers who you had a 401(k) plan with? I was quoted on CNBC on making sure in the transition to another job, you don’t miss out on that money you’ve been saving. http://www.cnbc.com/2015/10/04/did-you-land-a-new-job-dont-forget-about-that-401k-plan.html

Contact me at

303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you make sure to get every cent of your 401 (k).

Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.

Share this post
Facebook
Twitter
LinkedIn
Picture of Kristi Sullivan

Kristi Sullivan

My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance. I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.