REDIFINING HOW YOU PLAN FOR THE FUTURE
We are changing the way you look for your financial planning and retirement options.
The 401(k) OPTIMIZER helps you customize your 401(k), 403(b) and 457 retirement account.
Tactically select investments that seek growth and match your goals.
Gain access to our proprietary downside protection to help mitigate volatility.
Receive quarterly updates with instructions on how to adjust and re-balance your portfolio.
easy management of your own portfolio
No more set it and forget it. Our system tells you what investments to buy, when to buy them and when to sell them, in an attempt to optimize returns in your retirement plan.
Based on your risk tolerance and long-term goals, the 401(k) defender analyzes your plan's investments, then helps you select and diversify the best options inside your plan.
STRATEGIES FOR RETIREMENT
Private savings i.e. CD
Qualified plans 401(k) and 403(b)
Permanent Life insurance
ONE SIZE DOES NOT FIT ALL!
For any inquiries, please call or email us:
795 Holcomb bridge Rd, Suite B
Roswell, GA 30076
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