Kent has over 6 years of experience as a Financial Advisor and can help you in the following areas:

• Current 401k questions.
• Rollover or transfer of old 401k’s, 457’s, or 403b’s.
• Brokerage account, IRA and Roth IRA questions and management.
• Social Security and Taxes on Social Security.
• Retirement income planning.

The Employee Network members who sit for a complimentary portfolio review will receive a $10 gift card.

Must ask for Employee Network discount. Please be prepared to present physical or digital membership card in person.

*Advisory services are offered through StrongHold Capital Partners, an Investment Advisor in the State of Arizona. Licensed insurance professional. Stronghold Capital Partners and Retirement Level Up are not affiliated entities.

Jon Rosenthal focuses on helping you plan for your financial future. His investment approach will reflect your priorities. If you are unhappy with your current portfolio, Jon can show you how to rollover your old accounts into investments with the potential to help you protect and grow your wealth while minimizing unnecessary risk. He may also be able to help manage your current retirement accounts at your work. With over 30 years of financial experience, Jon will be able to provide you with technical resources and guide you to the appropriate investments. Members of The Employee Network will receive a Free Financial Accounts Review.

Must ask for The Employee Network discount and present your physical or digital Membership Card.