Provide Help with Retirement Decisions
Many people need help with their 401(k), 403(b) or other company sponsored retirement plans, but think they are not the right candidate for professional advice. With the added support of the HCM 401(k)Optimizer®, working individuals can now receive specialized advice designed to help them make informed decisions about the investment choices made available to them by their employer.
Benefit from Our Proven Track Record
Howard Capital Management, Inc. (Howard CM) is an SEC Registered Investment Advisor with over 10 years experience in professional money management. We are very excited about offering the HCM 401(k)Optimizer® as a value-added service for your clients.
Build Long Term Relationships
We understand the importance of building and maintaining client relationships. Clients expect financial professionals to provide value and reliability. We believe the HCM 401(k)Optimizer® can help create an avenue for positive communication and trust.
The Optimizer Experience – Brief Overview
The process is simple . A subscriber creates an online Optimizer account with a user name and password. We analyze the available fund choices in their company sponsored retirement plan, then make recommendations based on the subscriber’s risk tolerance and time horizon. These recommendations are posted securely online and can be viewed by the subscriber anytime.