The 401k Optimizer® solution for our Retirement Assist program is designed to help individuals who want professional assistance in the management of their employer-sponsored retirement plan. Whether you have a 401k, 403b, 457, or a Federal TSP to name a few, we can offer you quarterly guidance on how to restructure your portfolio in an attempt to grow and protect your assets – personalized based on your age, risk tolerance and time horizon. You will receive quarterly updates delivered conveniently to your email. It will be your responsibility to log into your employer-sponsored plan online portal, or call your employer-sponsored plan administrator, in order to make the necessary adjustments.

While the tool is simple to use, the underlying analysis is highly advanced. It's like having your very own personal investment advisor. And it's on the job 24 hours a day, 365 days a year. Getting started is quick and easy, and will cost you $80/yr - less than $0.25 per day.

  1. Click the link below to access to the tools you need to make informed decisions about your retirement investment choices.
  2. To subscribe, please see if your company is listed HERE. Find your company and click on the green Sign Up button.
  3. Use this discount coupon code: HCM5887.
  4. We recommend starting with the $80/yr plan.

If your company is not listed - not to worry. You simply send in a copy of your plan summary that lists your investment choices. With this information, we can manually input this information into the tool and provide the allocation guidance for your plan.

We appreciate that you have worked hard to get where you are now in your retirement savings. We want to help you take the next step to protect and build upon what you have saved so far. Imagine how it would feel having a professional money manager helping to grow and protect your most valued retirement asset - based on your personal age, risk tolerance, and investment time horizon. That would be a huge step towards proactively planning for a more secure financial future.