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.
Learn More
The Proper Wealth Team
David Grulich
Financial Advisor | Partner
Robin Vernon
Financial Advisor | Partner
Nick Chason
Financial Advisor | Partner
Taylor Langston, CPA*
Financial Planning Analyst
Katherine Nerona-Balog
Client Communications | Marketing
Martha Clemons
Client Support
Emily Warren
Client Support
Sara Martins
Client Support
Ian Widener
Client Support
Heather Shiver
Client Support
Isaiah Scott
Client Support
Nate Wright
Client Support
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Learn More
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn More
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Learn More