Have you recently changed jobs? Don't leave your 401k behind!
The IRS allows you to move or “rollover” your 401k when you leave a job – without incurring any taxes or penalties. There are specific rules that must be followed and we at Leonhardi Investment Management, Inc. can help you easily rollover your retirement nest egg.

Why rollover your 401k to Leonhardi Investment Management, Inc.

Personal service – You will have one contact person on your account for all of your needs.

Quality investments to meet the needs of conservative and aggressive investors – We will work with you to design a retirement account that meets your needs and objectives and you will have access to thousands of mutual funds, bond and stocks.

Easy access to your account – In these days of mergers and consolidations, you can rest assured that you know where your retirement account is being held. If you have changed jobs several times, you can consolidate multiple 401k's into one rollover 401k.

Get control of your 401k.
Call us today at 1-800-268-3467 to learn how to rollover your 401k.