You can Roll Over your
457 Plan & Continue with
Clarion Advisors
Did you know you do NOT need to leave us when you retire?
When you separate from service with the City of Lincoln or City of Grass Valley, you have the option to roll your 457 account into a Charles Schwab IRA managed by us — keeping the trusted relationship you already have.
Why This Matters
Many city employees assume they must move their retirement assets elsewhere when they separate from service. The good news is you don’t have to. Rolling your 457 into a Charles Schwab IRA with Clarion Advisors lets you keep the same professional guidance you’ve relied on.
Benefits of Rolling Over with Us
• Continue working with Marshall Goins and the Clarion team you already know
• Consolidate your retirement accounts under one managed relationship
• Maintain access to professional investment guidance
• Simplify your retirement picture after separation from service
How It Works
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Schedule a no-obligation Clarity Call with Marshall.
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We review your situation and handle the rollover paperwork together.
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Your 457 assets transfer directly into a Charles Schwab IRA managed by Clarion Advisors.
Meet Us in Person or by Video
We have offices in Roseville and Auburn, CA. Marshall is always happy to meet via Zoom — whatever is easiest for you.
Take the Next Step Toward Total Retirement Confidence
While you’re here, download our free Wealth Accelerator Checklist. It takes just 15 minutes and gives you a clear picture of where you stand and the next steps to strengthen your retirement.
→ Link: ClarionAdvisors.com/ca15minwealthchecklist
(This automatically adds you to our ongoing retirement insights series.)
This communication is for informational purposes only and does not constitute personalized investment, tax, or legal advice. Please consult with your advisor before making any changes to your retirement accounts. ClarionAdvisors.com | Offices in Roseville & Auburn, CA