(714) 919-4446
Financial Transition Review
Pick a time that works for you.
Spend 30 minutes with Juan Carlos Rosario, CFP®, at no cost, discussing the financial questions surrounding your transition. He has spent an extensive number of years helping people navigate the decisions that can come with a job change.
Fee-based Financial Planning·Fiduciary Standard·Orange County, CA·apexwmg.com
Choose Your Time
Available by video or phone. You will get a confirmation email with the link as soon as you book.
What the 30 Minutes Covers
There is no presentation, just a conversation about your situation and the questions that matter most to you.
01
Where You Are Right Now
Whether the separation has happened, what the severance looks like, and where your claim stands.
02
What Is Sitting in Old Accounts
Which former employer plans are still open, roughly what is in them, and what your options are for each.
03
This Year’s Potential Tax Impact
A lower-income year opens some doors and closes others. Worth understanding before December.
04
Whether There Is a Next Step
Sometimes the answer is to do nothing for now. If that is the case, Juan Carlos will let you know.
Juan Carlos Rosario
CFP® · Founder, Apex Wealth Management Group
Juan Carlos has spent much of his career helping individuals navigate important financial decisions during times of transition. He spent years giving educational presentations to employees affected by layoffs and workforce reductions, helping them better understand the options available as they considered their next steps.
Over the years, he has helped thousands of individuals work through many of the same questions that arise after leaving an employer. This masterclass brings together key information and considerations he has shared throughout those conversations.
Today, through Apex Wealth Management Group, Juan Carlos continues that work by helping individuals and families evaluate their financial options and make informed decisions based on their circumstances. Apex Wealth Management Group is an independent wealth management firm that operates under a fiduciary standard.
CERTIFIED FINANCIAL PLANNER® practitioner
Independent and fee-based, working under a fiduciary standard
Based in Orange County, CA, and working with clients across the country
Rather Not Wait for a Calendar Slot?
Call the office directly at (714) 919-4446 or email [email protected], and someone will get back to you the same business day.
1551 N Tustin Ave, Suite 195, Santa Ana, CA 92705
Office: (714) 919-4446 · [email protected]
Juan Carlos Rosario and Angela A. Rosario are registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Advisory services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Apex Wealth Management Group is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This presentation is educational and is not a recommendation to take or refrain from taking any particular action with a retirement account.
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