Working With Your Portfolio

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Among the many obstacles you will face when retiring, managing assets from a pervious employer may play an important part of your financial future. There are important decisions to be made and it can be quite cumbersome to handle alone. 

If you have an old 401k, and/or pension plan our professionals can help you learn more about those assets and evaluate the options available to you. 

Should it be in your best interest to consolidate some or all of those assets, our team at Charter Oak will work on your behalf to direct the process to allow you to combine your investments and easily govern them from one central location.

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