Michael D. Von Berg, Financial Advisor

5304 South Florida Avenue Suite 400-B
Lakeland, FL 33813

(321) 203-7363

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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Client

Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Retirement Plan Distributions

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.