Rolling over a pension, 401(k), 403(b), 457, or an old IRA is a one-way door if it's done wrong — taxes and penalties for mistakes, and the right answer depends on your whole picture, not a sales pitch. This short form books your consult and gives us the outline of your situation so the conversation starts in the right place. For your security: never put account numbers, Social Security numbers, or statements in this form. We ask for balance ranges only. Anything document-level happens later, through a secure channel we'll set up together on the call.
