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401K Optimizer
Many clients spend their careers contributing to these types of retirement plans, but never receive guidance on how to properly invest them. Our complimentary 401k Optimizer tool can help you with that. Whether you work for a large corporation, or a small local business, we can provide you with professional guidance to optimize your investment choices.
Make your retirement savings work for you and your future. Wealth Planners of America has partnered with the 401k Optimizer®️ to give our clients FREE access to ongoing guidance regarding investment options in their 401k, 403b, 457 or TSP.
Your retirement account can be among your most substantial assets. Unfortunately, the chances are high that you haven’t been actively managing your account. The 401(k) Optimizer®️ can help guide your investment decisions and help you prepare for your future.
The 401(k) Optimizer®️ is a web-based tool designed to help you manage your company-sponsored retirement plan. We use your answers to our simple risk tolerance questionnaire and your ideal, long-term goals to identify recommended account asset allocations that fit your account needs based on what is available in your plan.
Take our quick risk tolerance questionnaire to determine how much risk you are comfortable with given your financial goals and investment timeline.
You will receive a notification when your allocations are ready to view.
Log in to your employer’s 401k portal where you will be able to make any allocation changes based on our recommendations.
The 401(k) Optimizer® utilizes signature stoploss protection called the HCM-BuyLine®️, a mathematical, rules-based indicator created to calculate trends in the market. This added layer of security was designed to alert you when market conditions indicate a possible downturn to help you stay on the right side of the market.
This approach helps take the emotion and guesswork out of your investment decisions in an effort to keep client portfolios on the safe side of the market by indicating when it is time for you to move your investments to cash or less risky investment options.