Protect What You've Built: Rollover with RA

Personalized rollover plans for physicians, nurses and hospital leadership - secure, low-cost fiduciary investing with the paperwork headache.

 We Provide FREE Comprehensive Retirement Planning for a Purpose-driven 401(k) Rollover!

Rollover Your Plan

  • Personalized rollover advice from 401(k) to IRA

  • Coordinate trustee-to-trustee transfers and forms

  • Map holdings into an efficient, diversified lineup

  • Fee review and cost-saving recommendations

  • One-on-one employee counseling (phone or Zoom)

Retirement Planning

What’s Included 

  • Retirement income planning: withdrawals, guaranteed income options, cash flow modeling 

  • Investment strategy: allocation, diversification, and rebalancing 

  • Tax planning: distribution timing, Roth considerations, tax

Ever experience these? Turns out, you don't need a human advisor!

- High or unclear fees (surprise charges, commissions, opaque fee structures)

- Perceived conflicts of interest (product‑driven recommendations)

- Pushy sales tactics (pressure to buy investments or insurance)

- Jargon and poor explanations (complex terms, little plain‑language guidance)

- One‑size‑fits‑all advice (generic plans that don’t reflect personal goals)

- Lack of transparency about track record or process

- Poor communication and responsiveness (slow replies, infrequent updates)

- Limited accessibility or inconvenient scheduling

- Excessive paperwork and administrative hassle

- Unrealistic expectations (promises of high returns or guarantees)

- No ongoing support (one‑off meetings without regular reviews)

- Technology mismatch (tools don’t sync with client accounts or preferences)

Darren Petty

CFP® RICP®

Founder & President

Retirement Architects

Fiduciary guidance, tax-safe transfers, and clear investment mapping. All done for you!