Broker Check

Start Optimizing Your Retirement Plan Today

Your employer plan is one of the most influential vehicles for retirement planning. Let 401(k) Optimizer® take the guesswork of what to invest in for your 401(k), 403(b), or 457 employer plan.  Fill out the form at the bottom of the page to request a complimentary promo code for six (6) months of 401(k) Optimizer access. Once you have your promo code, start your registration by clicking on the green button below.

Get Started Today

Meet 401(k) Optimizer®

Sometimes, it's hard to fight through all of the news, announcements, offers, and advertisements. It's part of our mantra to fight through some of that noise for you. We take great pride in offering the most innovative and progressive investment tools to our clients, and the 401(k) Optimizer is no exception.

This tool helps your retirement savings to work more efficiently, analyzing the exact investment options you have available to you in your current employer plan. From there, 401(k) Optimizer uses benchmark market trends and data to notify you of portfolio reallocation recommendations. 

We are thrilled to be able to offer six (6) complimentary months of 401(k) Optimizer access. We only ask that you let us know about your experience and the value this tool brings to you.

Download the Brochure

When requesting a promo code for your 6-month trial of 401(k) Optimizer, we kindly ask that you notify us if you are no longer utilizing the platform. Since we have a limited number of promo codes available, we strive to provide this opportunity to investors who are actively searching for guidance on current employer plan allocation recommendations. Inactive 401(k) Optimizer accounts may have their trial period terminated after a 30-day courtesy notice.

3 Easy Steps to Register

Take this risk tolerance questionnaire to determine how much risk you are comfortable with, factoring in your financial goals and investment timeline.

Just five (5) multiple choice questions to answer and you're on your way. Talk about quick and efficient.


Link your financial institution to the 401k Optimizer® for an easier way to verify current recommendations and to track account performance.

Not to worry: 401(k) Optimizer® does not store your login credentials to your financial institution. No one will have the ability to login to your retirement account, including your financial professional and his/her staff.

Receive an email notification within two (2) business days of signing up for the 401(k) Optimizer®️. This will indicate that your custom allocations are ready.


If you agree with the data-based recommendations, simply log in to your financial institution and make the changes. You have 100% control over whether or not to reallocate.

Looking for Something More? Your Current Employer Plan May Allow Self-Directed Brokerage Accounts:


Start Your Complimentary 6-Month Trial Today

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