REDIFINING HOW YOU PLAN FOR THE FUTURE

We are changing the way you look for your financial planning and retirement options. 

401(k) OPTIMIZER®

The 401(k) OPTIMIZER helps you customize your 401(k), 403(b) and 457 retirement account.  

OPTIMIZE YOUR

RETIREMENT

INVESTMENTS

Tactically select investments that seek growth and match your goals.

HELP PROTECT

YOUR

INVESTMENTS

Gain access to our proprietary downside protection to help mitigate volatility.

PERSONALIZED

PORTFOLIO

ADVICE

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.

WHAT WE OFFER

financial planning for individuals and businesses
traditional retirement
tax free retirement
401(k) set up for small to mid-size business
Easy management of your retirement Portfolio
Focus On
You

 STRATEGIES FOR RETIREMENT

EXAMPLES
AFTER TAX
  • Private savings i.e. CD 
TAX DEFERRED
  • Annuities
PRE-TAX
  • Traditional IRA
  • Qualified plans 401(k) and 403(b)
TAX FREE
  • Roth IRA
  • Permanent Life insurance

ONE SIZE DOES NOT FIT ALL!

 

 CONTACT US

For any inquiries, please call or email us:

404.937.7745  |   Info@reliantfb.com

our address

795 Holcomb bridge Rd, Suite B

Roswell, GA 30076

Alternatively 

you can fill in the following contact:

795 Holcomb Bridge Rd, Suite B

Roswell, GA 30076

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