Individual Retirement Accounts (IRA)

In the past, it was not uncommon for people to open an IRA with their bank or credit union and then leave it there until retirement.

Today, however, with the increased availability of unlimited investment options, a wise investor will not leave IRA funds in under-performing accounts. They can now be transferred into a virtually unlimited range of investment opportunities. These opportunities include, but are not limited to, mutual funds, real estate, stocks, precious metals, and bonds — all of which have provided higher returns over time.

Transferring your existing IRAs into a plan more suitable for your long-term financial goals is a simple procedure that our Advisors perform on a daily basis.

Contact Western Financial Planning Corporation to discover how your IRA can be working harder for your financial future.

Planning Together for Your Future

5186 Carroll Canyon Rd, Suite 100 San Diego, CA 92121 Office: (858) 677-0275 Toll-Free: (888) 465-PLAN (7526) FAX: (858) 677-0476

23272 Mill Creek Drive, Suite 200 Laguna Hills, CA 92653 Office: (949) 855-4700 Toll-Free: (866) 291 WFPC (9372) FAX: (949) 855-4246

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