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FAQ

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How does Quiver Financial approach retirement planning?

We take a personalized approach, analyzing your current financial situation, goals, and risk tolerance to design a tailored plan that helps you achieve a confident and secure retirement.

How do I schedule a consultation with Quiver Financial?

You can schedule a consultation by scheduling a free consultation through Calendly, or calling us at 949-492-6900

What services does Quiver Financial offer for 401(k) accounts?

We provide comprehensive 401(k) services, including optimization, rollover guidance, and setup assistance for business owners. Our goal is to help you maximize your retirement savings.

What is a 401(k) rollover, and how can Quiver Financial help?

A 401(k) rollover allows you to transfer funds from an old employer-sponsored retirement plan into a new account, like an IRA, without tax penalties. We guide you through the process to ensure your funds continue to grow effectively.

Do you assist business owners with setting up 401(k) plans for employees?

Yes, we work with business owners to create and manage 401(k) plans that align with their business goals and employee needs.

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