401k/403b/457 Optimizer®

401k Optimizer®

Kingdom Financial Solutions LLC is utilizing Howard Capital Management (HCM) 401K Optimizer® engine and methodology for stop-loss protection.

HOW THE HCM 401(K) OPTIMIZER® WORKS & AN INTRODUCTION TO A SDBA

The HCM 401(k) Optimizer® is available for company-sponsored retirement plans:

We work with 401(k), 403(b), 457, and more. If you need personalized advice on how to invest your company plan, the HCM 401(k) Optimizer® is for you. Read the overview information below.

However, if you want professional money management of your assets in your work-sponsored retirement plan? 

Click here to learn about a Self-Directed Brokerage Account (SDBA) option for your work-sponsored retirement plan.

OVERVIEW OF SIGN UP PROCESS FOR HCM 401(K) OPTIMIZER®:

  • Click on the 'Contact Form' button below and enter your contact information
  • In the subject line please include "401k help"
  •  
  • Brad Thompson will contact you to set up a time to demo the system

SIGNING UP WITH HCM 401(k) Optimizer® 

  • Brad Thompson will email you a sign-up code and a sign-up link
  • You will sign up for the HCM 401(k) Optimizer®
  • Answer the Risk Tolerance Questionnaire
  • Provide HCM with a menu of your plan's investment choices
  • Receive an email from HCM telling you your recommendations are ready
  • Log in to the HCM 401(k) Optimizer® to view your recommendations

HCM WILL ANALYZE THE CHOICES YOUR COMPANY PLAN PROVIDES

Once you sign up for the HCM 401(k) Optimizer®, HCM begins a thorough evaluation of your investment choices. HCM takes into consideration your risk tolerance and several other factors. Many people need help deciding which investments to choose. Investing is our business. It's what we do every day and that is why we are here to help you.

YOU RECEIVE A DETAILED REPORT FROM HCM

After HCM completes their evaluation of your investment choices HCM will post a detailed report of their recommendations to your account at HCM 401(k) Optimizer®. You can then log in to your account with the user name and password you established at sign up to see how to invest your company-sponsored retirement plan. Remember, we are always available to answer any questions.

HCM WILL SEND YOU AN UPDATE EACH QUARTER

With your busy day-to-day activities, it can be difficult to remember when one quarter ends and the next begins. With the HCM 401(k) Optimizer®, you no longer need to worry about remembering to reallocate your company-sponsored retirement plan. HCM will send you email reminder each quarter with instructions about how to adjust your investments. You simply log in to your account at HCM 401(k) Optimizer® to make the changes.

BONUS! HELP WITH THE HCM-BUYLINE®

One great feature of the HCM 401(k)Optimizer® is access to the HCM-BuyLine®. When the market drops below the HCM-BuyLine®, you will receive a notification with advice on how to restructure your portfolio. When the market moves above the HCM-BuyLine®, you will once again receive advice about what to do next.

Click on the 'Contact Form' button below and Brad Thompson will promptly follow up with you.

In the subject line please include "401k help"

Do you want professional money management of your assets in your work-sponsored retirement plan?

Click here to learn about a Self-Directed Brokerage Account (SDBA) option for your work-sponsored retirement plan.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck