Justia Lawyer Rating
Super Lawyers - Rising Stars Kirk G. Smith
Super Lawyers Samuel B. Edwards
Super Lawyers William S. Shephard
Texas Bar Today Top 10 Blog Post
Avvo Rating. Samuel Edwards. Top Attorney
Lawyers Of Distinction 2018

Retirement Investment Losses

Our primary goal is to represent investors who have lost their savings and retirement when their brokerage accounts were mishandled.

Skilled Retirement Losses Attorneys

In any economy, individual retirement savings are critical. You work and build your whole life in order to retire and live well during retirement. In fact, the most popular retirement vehicle, 401(k) plans, have been the primary source of retirement income for 60 million Americans, more so than Social Security and pension plans. However, they were never designed to be retirement plans in the first place. They were created in the late 1970’s as a savings plan and tax shelter for ordinary Americans. Many companies switched from funding pension plans to helping contribute to 401(k) plans for employees because it was cheaper for the employer.

Once this shift happened, the financial market now indirectly holds many Americans’ retirement savings and the accounts are all subject to the ebb and flow of the market, as well as the potential fraud from advisors or investment companies. Our primary goal is to represent investors who have lost their savings and retirement when their brokerage accounts suffered due to retirement plan mismanagement. We’ve found broker mismanagement once an investor rolls their 401(k)s or lump sum distributions from pensions, etc. to an IRA at a brokerage firm, what’s known as an “IRA Rollover”, many times because a broker has convinced them to do so, often resulting in retirement losses. We also represent individuals who have self-directed IRAs/Roth IRAs/Keogh plans.

When it comes to retirement, we all want to be assured that our 401Ks, IRAs, and Keogh plans, are substantial enough to support us once we stop working. However, it’s common for there to be retirement plan mismanagement. When this happens, you’re at risk to lose the money you’ve worked hard to save up. If you believe that you’ve been victim to mismanagement, then contact us and our retirement losses attorney will work with you to get back what is rightly yours.

Free Consultation

We offer a free, no obligation case consultation.

Experience in Asset Protection and Long Term Care Planning for Retirees

Part of protecting your money and other assets is to make sure you have the right estate plan in place. For that reason, we have worked with McCulloch & Miller, PLLC to assist our Texas clients with their full elder law and estate planning needs. We also partner with McCulloch & Miller with our clients nationwide as we have access to other top notch estate planning firms across the country.

We want to be sure your assets, including any that we may recover for you, are protected for your family or future needs. McCulloch & Miller offers a free consultation to our clients who are interested in estate planning, have long term care needs, or general elder law questions. You can contact them at 713-333-8900 or by sending an email online. If we can further assist, please let us know.

Client Reviews
"I am going to miss conversations with you, Sam Edwards. You’ve been a wonderful lawyer and a friend. I loved learning legal jargon from you. But, even more, it is your self respect and commitment to your position that I admire and your persistent patience-your equanimity. With great appreciation, thank you!" M.B.
"My experience with Ryan Cook has been very positive. Through every step of the litigation he explained what to expect to happen. When I spoke with him later he reviewed the process. He was very patient and I never felt rushed. I have already told friends how wonderful he is." L.R.
"I want you to know that I very much appreciate your expertise, hard work and guidance that led to a satisfactory resolution with Raymond James. From our first meeting, I felt "heard" and that my situation and story were respected. Every subsequent interaction I had with any of you - in person, via email or by phone - only corroborated that feeling. What great work you do on behalf of people like me who have been wronged, yet don't know how to navigate the appeals/mediation/arbitration process as you do. I will be forever grateful." M.L.
"Good positive experience, guided us through a difficult process and was pleased with the outcome. Everyone I dealt with were exceptional." A.G.
"Good intelligent attorneys who never miss a beat. I set my expectations high and they delivered above and beyond. Do not miss the opportunity to let SSE&K represent you. Top notch, efficient and effective firm." S.M.
Contact Us
  1. 1 Free Consultation
  2. 2 No Recovery, No Fee
  3. 3 Over 100 Years Experience

Fill out the contact form or call us at (800) 259-9010 to schedule your free consultation.