401k Optimizer

THE 401(k) OPTIMIZER® is a web-based tool designed to help you with your company-sponsored retirement plan, such as a 401(k), 403(b), or 457. This tool allocates your investments based on your risk tolerance level and long-term goals. We overlay your investments with signature stop-loss protection called the HCM-BuyLine®, a mathematical indicator designed to calculate trends in the market. The HCM-BuyLine® helps the 401(k) Optimizer® manage risk by indicating when it’s time for you to move your investments to cash or more conservative investments.

Secure Wealth Planning Group 401k_Optimizer

HOW THE 401(k) OPTIMIZER® WORKS

  1. 1
    Sign up online at www.401koptimizer.com.  Enter your information and complimentary promo code SECURE401K in the secure online sign up form, and upload your retirement plan fund choices.
  2. 2
    Answer a few questions about your investing personality. Once you complete the risk tolerance questionnaire, the system thoroughly analyzes the choices in your employer’s retirement plan to generate your personalized recommendations.
  3. 3
    Receive an email when your customized recommendations are ready. Login to your account and view your recommendations. The system tells you which specific funds to choose in your employer’s plan, how much to invest in each fund and when to re-balance your account.

Sign up online at www.401koptimizer.com

Use Promo Code SECURE401K