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401(k)Optimizer®: An Easy Way to Manage Your Retirement Plan at Work

Based on your risk tolerance and long-term needs you now have access to professional advice on how to manage your retirement savings. It was designed by professional money managers to analyze your company's plan investments, then helps you select and diversify the best options inside your plan. It will work with any 401(k), 403(b) or 457 retirement plan.

It will also notify you if a change is needed in your account due to volatile market conditions. Stop riding trending markets to the bottom and make sure you are in the right investments when it is going up. Recent history is a good demonstration of the power of this tool. Using the 401kOptimizer, users were notified to liquidate January of 2008 and not be exposed to the devastating bear market. Users were redirected to reinvest on March 2009. 

As a Fiduciary Advisor, we needed a tool to help our clients manage accounts not eligible to be rolled over to our management as of yet. The 401KOptimizer and its track record provided the solution that our clients needed.  We partnered with Howard Capital Management to provide this management tool.

Here are the proactive money management tools you'll receive

  • Quarterly customized 401(k) allocation recommendations for your situation
  • Reallocation notices direct to your email that will tell you when to sell or buy if market conditions change
  • Current account balance sent directly to you each week
  • Easy comparison of current holdings and recommended allocations to verify if you are following our current recommendations
  • Transaction history including contributions, enabling you to see your contributions versus your return on investments
  • Access to an experienced investment advisor to answer your questions

We are offering this service to recipients of our Greene Financial Services content and email communications. There is no cost for existing clients or if you rollover an account to our Fiduciary Investment Management Services. If you do not have an account with our firm, we have negotiated a discounted monthly or annual rate for this service for all our newsletter recipients. The monthly rate is only $9 and you can cancel anytime you like. 

Click on the Green button below to take control of your retirement savings starting today with professional oversite.

If you have any questions about this service or need to speak with an advisor on rollover options, call us at (630) 548-1450 and we'll be happy to assist you.



The HCM-BuyLine® is technical, but its interpretation is straightforward. This helps to mitigate downside risk by signaling for a move out of equities and into cash and cash equivalents. Since 1996, the HCM-BuyLine® has demonstrated the ability to place its investor base in a tactical and defensive position irrespective of marketing swings.