Services

The Smart 401(K) Supercharger sm

Optimize the employee benefits you receive.

Investments

Free up retirement savings for investments. 

Optimize

Get help understanding your employer’s plan offerings, and optimize your decision making.

Works for All

Works with all companies and retirement plans, including companies with no retirement plans or benefits. 

Overview

The typical employee benefit plan is potentially rich in opportunity. You can save money on income taxes, receive substantial contributions from your employer, and much more.

The problem is, not only understanding which benefits you should choose, but there is also the decision as to which benefits you want, need, and how much you should contribute towards them.

If you have options to invest in a variety of stocks, bonds, and mutual funds, then choosing which investments are right for you is also a difficult decision to make.

The Smart 401(k) Supercharger ˢᵐ addresses all these opportunities and issues. During a 30-minute phone interview, we will discuss details about your specific situation and develop a plan to help you take the best advantage of all of them.

Benefits

With The Smart 401(k) Supercharger ˢᵐ we will help you find ways to free up retirement savings so you can use those savings for investments outside your company-sponsored plan. Additionally, you will have the freedom to choose investments that can be much safer and yield higher returns. 

The Smart 401(k) Supercharger ˢᵐ will help you to better understand your company’s plan offerings. And, you will be able to optimize the decisions you make to implement optimal plan choices. 

The Smart 401(k) Supercharger ˢᵐ we will take a deep-dive and review all your company-sponsored employee benefits. 

The Smart 401(k) Supercharger ˢᵐ works will all companies and various types of retirement plans. The Smart 401(k) Supercharger ˢᵐ even works for companies that do not offer retirement plans or other benefit programs. 

The Smart 401(k) Supercharger ˢᵐ will help you find better ways to manage the money you make from your job. 

Get Started

Enroll now to get started with The Smart 401(k) Supercharger ˢᵐ.  Discover a better, smarter, safer way to optimize the employee benefits you receive. 

What You Get:

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Initial 30-Minute personalized consultation with our team to map your specialized plan

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Guidance understanding your employer's plan offerings

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Optimize your employee benefits

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Find ways to free up retirement savings and invest outside your company sponsored plan

Let’s Get Moving!

Enroll Today

Check out to get started. If you follow the program, we can guarantee you will benefit from this service.

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A Better, Smarter, Safer Way to optimize the employee benefits you are entitled to receive.