Your IRA Rollover Specialist

There are many different strategies for planning for retirement.  We work directly with each of our clients to choose the product options that best suite their particular needs. 

For Individuals: Whether we're providing advice for your 401(k) investment options while you're still working or looking at alternatives at retirement for your 401(k), the IRA rollover specialists at Re-Direct can help.  We will customize retirement plan options around your lifestyle and retirement income needs. 

For Businesses: Whether you're an entrepreneur working for yourself, or a large corporation, we have a large variety of ERISA and IRS approved retirement plans.  Each is designed to provide the best possible solution to meet your long term retirement plan needs.

Plans Available

Each of the above listed plans can be customized to fit your needs.  Individuals can take advantage of the growing number of products that offer guarantees with market growth potential.

There are a variety of investment choices that can be used to fund each of the above plans.  We work with several "Specialty" Third Party Administrators (TPA) that offer enormous flexibility in plan design.  Additionally, we can develop specifically designed plans for Highly Compensated Business Owners.

Additional plans we offer can provide a high degree of employee retention for those key people in your organization you can't afford to lose.   

Securities Offered Though Waterstone Financial Group, Member FINRA / SIPC.
Re-Direct Financial Services, Inc. & Waterstone Financial Group are independently owned and operated.

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Last modified: 02/22/08