THE 401(K) OPTIMIZER®

THE NEW AND SMART 

EASY WAY TO MANAGE YOUR RETIREMENT

HOW IT WORKS:

 BEGIN MANAGING YOUR RETIREMENT PLAN IN 3 EASY STEPS 

STEP

1

DETERMINE YOUR INVESTMENT RISK LEVEL

Take our risk tolerance questionnaire, so we can determine your true investing personality. This test will attempt to determine how much risk you are comfortable taking given your age, financial goals, and your investing time horizon, among other factors.

STEP

2

UPLOAD YOUR EMPLOYERS PLAN

Once we determine your risk level, upload your employer's plan to our system. Our system will begin performing an in depth analysis of your options and generate personalized investment recommendations on how to better allocate your portfolio.

STEP

3

RECEIVE QUARTERLY UPDATES

You will receive quarterly updates on how to re-balance or reallocate your portfolio if needed. The system is designed to work for you. Using mathematics, the 401(k)Optimizer® keeps a close eye on the stock market, ready to inform you of any changes you may need to make.

BENEFITS OF THE 401(K) OPTIMIZER®

WHAT YOU GET WITH YOUR SUBSCRIPTION:

SELECT THE INVESTMENTS THAT ARE RIGHT FOR YOU

Our recommendations are tailored to you, for you.

KNOW WHAT TO DO DURING MARKET UPS AND DOWNS

Market twists and turns are stressful on your portfolio. 401(k) Optimizer® helps you to determine what to buy, when to buy, and when to sell.

OPTIMIZE YOUR EMPLOYER'S PLAN CHOICES

Our system determines which investments are best for you and allocates them accordingly in effort to maximize your returns.

MAKE BETTER STOCK OPTION DECISIONS

The Optimized Trend Indicator® tool allows you to check the performance of any single stock. This is a great resource to use when making decisions on which investments to choose.

DETAILED INSTRUCTIONS STRAIGHT TO YOUR INBOX

Never question your next move. Our system tells you exactly what to do when it's time to update your portfolio.

RELIABLE TECHNOLOGY THAT NEVER SLEEPS

Our system carefully watches your portfolio 24 hours a day, seven days a week, 365 days year.

THE 401(K) OPTIMIZER®

THE DASHBOARD

Our system's technology is designed to give you all the tools you need to optimize your retirement portfolio.

 

  • Personalized recommendations

  • Optimized Trend Indicator®

  • Your Company Funds

  • Learning Center

  • Risk Tolerance

401(K) OPTIMIZER®

SIT BACK AND LET THE 401(K) OPTIMIZER® HELP YOU REACH YOUR GOALS.

Save smart. Invest smart. Retire happy.

The HCM 401(k) Optimizer is offered through Howard Capital Management, an SEC-registered investment adviser which only does business where it is properly registered or is otherwise exempt from registration. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

All investments and investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor's portfolio. Information provided should not be construed as personalized investment advice. There can be no assurances that any investment or strategy will match or outperform any particular benchmark. Past performance is not a guarantee of future investment success.

Dollar cost averaging, asset allocation, rebalancing, and diversification strategies do not assure a profit or protect against losses in declining markets.

Privacy     Disclosures     Form ADV Part 2

795 Holcomb Bridge Rd, Suite B

Roswell, GA 30076

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