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Do you have enough retirement savings for a comfortable future? The 401(k) Optimizer®️ is a web-based tool designed to help you make informed decisions about your company-sponsored retirement plan, such as a 401(k), 403(b) or 457. It helps take the guesswork out of managing your retirement savings through targeted questions to best align your funds with your goals.
How comfortable are you with your financial goals and investment timeline? Take this risk tolerance questionnaire to find out.
Easily connect your financial institution to the 401(k) Optimizer® to check your account performance and verify recommendations.
You will be notified when your allocations are ready. Just log into your connected financial account to make any desired allocation changes.
Your workplace retirement account will likely be a key component of your retirement plan. Have you been actively managing it? Whether you're about to retire or are several years away, the 401(k) Optimizer®️ can provide ongoing guidance to help you prepare for a comfortable financial future.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Rebalancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.
Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.
We specialize in downside risk management and outperforming the market to help clients feel confident in their goals for the future.
Our balanced approach supports your complete financial needs and empowers you to make informed decisions according to your best interests.
Our 30 years of experience equip us to build lasting relationships based on genuine trust and an education-forward approach for confident decision-making.