Your IRA Rollover Specialist

Retirement plans come in all shapes and sizes... They're called SEPs, SIMPLE Plans, 401(k) for Groups or Individuals, and TSA's.  If you have a question about your plan, how it works, what your options are, etc... contact the professionals at Re-Direct, we'll help you sort out your questions and provide the answers you need. 

Business owners, if you're looking for a new start-up plan for your business or are wanting to review your existing plan, we have affiliations with several the countries top retirement plan providers and Third Party Administrators (TPA) to provide you the best plan design to fit your company's needs.  We also specialize in a "Carve-Out" plan designed to provide employers the maximum benefits from their retirement contributions, far exceeding most plan designs.

Rollovers and Plan Transfers; if you're retiring, changing jobs or just been laid-off... Re-Direct can help you choose the products that best fits your needs and goals!  Whether you're looking for immediate income or just need a place to invest that provides growth potential with reasonable risk, we have access to all the top financial institutions in the country. 

Brokerage Accounts: Many of you over the past few years have rolled-over your 401(k) plans into self directed IRA brokerage accounts.  How much time do you personally have to research the market for the "Right" investment options?  Does the additional risk you're taking with some investment choices make sense?   Are you dealing with 1-800 No Help?  Discount brokerage houses and online trading firms assume' You Know What You are Doing.  Do You?  How diversified are you really? 

If this sounds like you, maybe try working with one of the professionals at Re-Direct.  We can provide many more choices for your investments than any On-Line Brokerage House! 

Key Benefits

•  Personal Services, Designed Around Your Needs & Lifestyle

•  Many Alternative Products Available to Personally Manage Your Retirement Accounts

•  Work Directly with Our Highly Qualified Staff of Professionals

•  Options for Income, Even if Prior to age 59-1/2

•  Guarantee Lifetime Income Benefits

•  Retirement & Estate Tax Planning 

•  Tax Preparation with a local CPA (Elmhurst Illinois)

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

Financial Planning provided by Waterstone Financial Group, A Federally Registered Investment Advisor

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Last modified: 02/22/08