Your Trusted Partner for 401(k) Transfer Solutions

Get a Free Consultation on How to Transfer Your 401(k)

Take the first step toward a confident retirement. Schedule your free 401(k) transfer consultation today!

Simplify Your Retirement with Professional 401(k) Transfer Solutions

At Callan & Associates, we specialize in 401(k) transfer solutions that help you take control of your retirement savings. Whether you’re transitioning careers or consolidating accounts, we ensure a seamless and stress-free process.

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Why Choose Callan & Associates?

The Benefits of Working with Us

With over 18 years of experience guiding individuals through 401(k) transfers, we provide personalized support tailored to you. Our guidance helps simplify the process, ensuring a smooth transition.

Lower fees with IRA options
Consolidate old 401k accounts into one IRA
Enhanced tax benefits with Roth IRA conversions

See What Our Clients Are Saying

“After leaving the corporate world to start my own business, I didn’t want my 401(k) to stay with my former employer. I wanted to roll it into my own IRA. I reached out to Jim, and he made the entire process straightforward and hassle-free. My funds transferred directly from my 401(k) into my IRA without any issues. I’m very happy with the IRA company Jim recommended, and I appreciated how smooth and professional he made the experience.”

– Rick C. from Orange Park, FL

“I met Jim a few years ago while researching safer options for an inherited IRA. After several Zoom meetings with him, I felt confident in the company he recommended, and he handled the entire process seamlessly. I’ve been very happy with the choice, and Jim has always been just a phone call away whenever I need assistance.”

– Melisa F. Port Charlotte, FL

“I connected with Jim while researching online for a secure option for my retirement funds. Jim provided what I was looking for, and I’m confident in the plan we’ve set up. Later on, Jim also helped with my Roth IRA to further protect my retirement savings. He’s always been available by phone if I need anything.”

– Greg C. The Villages, FL

“I first met Jim Callan in 2018 when I was exploring safer investment options and searching for a life insurance plan to provide for my daughter. Jim took the time to understand my goals and helped me find both plans that I’ve been very happy with ever since. Whenever I receive documents like annual statements and need clarification, Jim is always just a phone call away. I’ve been grateful for his ongoing support.”

– James B. Tampa, FL

Take the First Step Toward Financial Clarity

Ready to simplify your 401(k) transfer? Reach out today for expert, personalized guidance. Complete the form below, and let’s start your journey with clarity, confidence, and trust.

Your financial future is priority—let’s make it happen together.

Jim Callan

Your 401(k) Transfer Partner

Contact Callan Today!

727-231-1967