Welcome to Rollover Help Center a division of Planning Financial Futures, Inc., We work with individuals; couples, families and small businesses to better manage their retirement planning needs during the critical transition period between the end of their employer provided retirement plan eligibility and obtaining a self directed individual retirement account. 

 

As recognized experts by many plan sponsors and COBRA administration company personnel, we are considered a single source point of contact for individuals looking for a solution to their individual retirement account needs.

 

As a fee based Independent Insurance and Financial Services Organization, we work for you when you have a specific need or problem. We will only place you with a carefully selected group of financially sound, reputable investment and insurance companies. Moreover, we will only place your business with the company offering the best program for you at a competitive price.

 

Our services include a personal relationship with our underwriting managers and financial planners at no additional charge. We believe this commitment to client service is essential and fosters a much stronger relationship than the typical consulting firm is able to offer. Our team is always available to address your questions and offer sound advice on all rollover, investment and insurance issues.  Rollover Help Center and Planning Financial Futures, Inc., are a dedicated group of professionals that are viewed as a single source that delivers many solutions to its clients.