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Rollover Solutions

When choosing where to rollover your retirement accounts, some key points to consider are:
  • Is it important that your portfolio manager personally review your account on a constant basis?
  • Is it important to have a diverse selection of investment choices?
  • Will you want retirement counseling specific to your financial situation, at no extra charge?
  • Is it important to communicate directly with your portfolio manager about your specific portfolio and financial goals and needs?
Vaughn Woods Financial Group clients enjoy one-on-one attention from their own personal portfolio manager. We monitor and manage accounts moment-to-moment by integrating human capital alongside decades of investment experience and world-class technical and fundamental research. As an independent company, our investment options are not restricted to an approved list of proprietary funds, allowing us to be more discerning about the investments in our clients’ accounts.
As part of our first-rate, portfolio-management services, we provide a comprehensive retirement analysis to make sure you are on track for a long and happy retirement. You can always call on us to answer questions and review your retirement goals.
Contact us to learn more about our Rollover Solutions.
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    • Vaughn Woods
    Financial Group

    2226 Avenida de la Playa
    Suite A
    La Jolla, CA 92037

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    Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978-779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor. Fee paid to Goldline Research for administrative costs. CA Insurance #0575347

    State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

    Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA’s BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

    Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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