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401(k) Optimizer: an easy way to manage your work retirement plan

Have you ever found yourself wondering what investment options you should pick for your retirement plan at work?  Most people don't have the background or desire to manage their 401(k) or their 403(b), nor is help commonly available where someone can give them specific instructions on what to pick out from their plan.  

Well, no more guessing and hoping.  

Through one of our partnerships we now have a way to help our clients and the public alike with a system that tells you what investments to pick and choose from your retirement plan, whether it be a 401(k), 403(b) or 457 retirement plan.  This system is based on your risk tolerance and long-term goals and analyzes your plan's investments, then helps you select and diversify the best options inside your plan.

Here's what you get:

  • Quarterly customized 401(k) allocation recommendations
  • Access to stop-loss protection with the HCM-BuyLine ®
  • Access to the Optimized Trend Indicator
  • Weekly newsletter

We are offering this free of chargeThe only catch is that you use it because it's not free for usLet this be our gift to you.

BENEFITS OF THE 401(K) OPTIMIZER®

SELECT THE INVESTMENTS THAT ARE RIGHT FOR YOU

Our recommendations are tailored to you, for you.

KNOW WHAT TO DO DURING MARKET UPS AND DOWNS

The 401(k) Optimizer® helps you determine what to buy, when to buy and when to sell during times of market fluctuations, in an attempt to optimize returns in your retirement plan.

OPTIMIZE YOUR EMPLOYER'S PLAN CHOICES

Our system determines which investments are best for you and allocates them accordingly in effort to maximize your returns.

DETAILED INSTRUCTIONS STRAIGHT TO YOUR INBOX

Never question your next move. Our system tells you exactly what to do when it's time to update your portfolio.

RELIABLE TECHNOLOGY THAT NEVER SLEEPS

Technology that strives to work around the clock, 365 days a year.

BEGIN MANAGING YOUR RETIREMENT PLAN IN 3 EASY STEPS

STEP 1: YOUR INVESTMENT RISK LEVEL

Take our risk tolerance questionnaire, so we can determine your true investing personality. This test will attempt to determine how much risk you are comfortable taking given your age, financial goals, and your investing time horizon, among other factors.

STEP 2: UPLOAD YOUR EMPLOYERS' PLAN

Once we determine your risk level, upload your employer's plan to our system. Our system will begin performing an in depth analysis of your options and generate personalized investment recommendations on how to better allocate your portfolio.

STEP 3: RECEIVE QUARTERLY UPDATES

You will receive quarterly updates on how to re-balance or reallocate your portfolio if needed. The system is designed to work for you. Using mathematics, the 401(k)Optimizer® keeps a close eye on the stock market, ready to inform you of any changes you may need to make.

Request access code to optimize your work retirement plan

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