WELCOME
So you're contributing to your company-sponsored retirement plan. That's great. The problem is, you're not a financial professional, and you're not sure how to build a winning fund portfolio
That's where MAXadvisor's 401(k) Planner comes in. Our experts have boiled down years of mutual fund experience into an easy-to-use service that provides the finest retirement plan advice available anywhere.
We've developed a simple solution (got ten minutes?) that will provide you with a customized allocation plan you can follow to great returns.
WHAT YOU GET
First, take our short, online quiz to determine your risk level. Then enter your investment choices into our easy-to-fill-out online form.
Our investment advisors will rank your funds based on criteria our fund experts have determined to be important in picking winning funds: expenses, management tenure, risk level, performance, style, and fund size. Our program uses the best choices to build a properly diversified portfolio designed to achieve optimum returns for your risk level and today's market conditions
We'll send your completed plan right to your email inbox (usually within two business days* of submission). The MAXadvisor 401(k) Planner will show you exactly which funds you should be investing in, and the percentage of your company-sponsored retirement plan's contribution you should allocate to each. To view a sample plan, click here.
WHAT IT COSTS
Because we already analyze, rank, rate, and keep tabs on thousands of mutual funds, we can offer customized 401(k) allocation plans for just $99.95. You won't find better company sponsored retirement plan help for that amount anywhere.
* Plans submitted without ticker symbols, and plans that are particularly complex, can take up to seven business days.