Retirement Planning From Anywhere in the Country. No Office Visit Required.
Rollover Right works with pre-retirees in all 50 states by phone and Zoom. Same strategist, same four decades of experience, same careful work on your numbers. You just don't have to drive anywhere to get it.
Find Out If We're a Good Fit Book a 15-Minute Call
Serving clients nationwide · Based in Massachusetts · (508) 353-0003
Why I Run This Practice Virtually
For most of my career, retirement planning meant a conference room, a parking lot, and a stack of paper. That model quietly limited who I could help to the people who lived within a short drive of my office.
The work itself never needed the room. It needs your statements, your pension paperwork, your Social Security estimate, and a few uninterrupted hours of thinking together. All of that happens just as well, and often better, on a screen we can both see.
So I rebuilt the practice around the way my clients actually live. Executives who travel. Couples splitting time between two states. People who would rather spend Saturday morning with grandchildren than in traffic. If you have a phone and an internet connection, we can do this work.
What "virtual" means here
- Every meeting is by phone or Zoom, at a time that fits your schedule, including evenings.
- Documents move through a secure upload link, not email attachments.
- You see the same screen I see. We walk through your numbers together, line by line.
- Your spouse or partner joins from wherever they are. No one has to take the afternoon off.
- Applications and paperwork are handled electronically, with a call to walk through anything that needs a signature.
Significant Savings. A Real Transition. Real Stakes.
I work with business owners, executives, military officers, healthcare professionals, educators, government employees, and other professionals who have built substantial retirement savings and are within a few years of a major transition. If you are facing a 401(k) rollover, a pension election, or the question of how to turn a balance into monthly income, this is the conversation worth having.
Where you live is not one of the criteria.
Common situations I see
- You're retiring in the next one to three years and have a six- or seven-figure 401(k) to move.
- Your employer just handed you a pension election with a deadline.
- You're relocating in retirement and your current advisor is tied to your old city.
- You're splitting time between two homes and want one plan that travels with you.
- You've been "managing it yourself" and want a second set of experienced eyes before anything becomes permanent.
How a Virtual Engagement Works
Simple, deliberate, and in the right order. Nothing moves until we've done the math.
A 15-minute call
We talk about where you are, what decisions are in front of you, and whether I'm the right person to help. No pitch. If I'm not the right fit, I'll tell you.
Your numbers, on screen
You upload your statements and estimates through a secure link. We meet on Zoom and go through them together: income floor, market risk, tax windows, and Social Security timing.
A plan you can act on
You receive a written plan and a side-by-side of your options. When you're ready, paperwork is handled electronically and I stay on the phone until every signature is in the right place.
40 Years. 1,400 Families. One Phone Number.
I'm Murray Miller, Financial Strategist and founder of Rollover Right. I've spent four decades helping people convert what they've built into income that holds up for the rest of their lives. I've also made the Social Security decision, the Medicare decision, and the "how do I turn this balance into a paycheck" decision for my own household. This work isn't academic to me.
Virtual doesn't mean distant. You get my direct number, you talk to me, and you'll find I return calls.
Read before we talk
If you want to see how I think before we meet, start here:
Questions People Ask About Working Virtually
Can you work with me if I'm not in Massachusetts?
Yes. Rollover Right serves clients nationwide by phone and Zoom. Specific services may depend on licensing in your state, which we confirm on the first call before anything else happens.
Is a virtual meeting as thorough as sitting in an office?
More thorough, in my experience. We share a screen, so you see every number I'm looking at and nothing gets lost in a stack of printouts. Meetings can also be recorded for you to review later.
How do I get my documents to you securely?
Through a private upload link I send you after our first call. Nothing sensitive travels by email. You can upload from a phone, tablet, or computer.
Can my spouse join from a different location?
Absolutely. Zoom meetings handle multiple locations easily. Many couples join from two different offices, or one from home and one on the road.
What if I'm not comfortable with technology?
Then we use the phone. Every part of this process works by phone alone, and I'll walk you through anything that needs a screen. You will never be left to figure out software on your own.
How is paperwork signed?
Electronically, with me on the phone. I walk you through each document as you sign so you know exactly what you're agreeing to. If you prefer paper, that's available too.
Do I have to be fully retired?
No. Many of my clients are transitioning to consulting, part-time work, or selling a business. The rollover, income, and tax decisions are often most time-sensitive during that transition, not after it.
Your Numbers Deserve a Real Conversation.
I'm not the right fit for everyone. If you're curious whether I can help with your specific situation, take a couple of minutes and find out. No travel required.