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Our Value

Based on $100,000 401k

Down Market

Year:  2008

Cost:  $100.00

Saved*:  $40,170.00

 

Up Market

Year:  2009

Cost:  $100.00

Saved*:  $35,930.00

 

*Savings is compared to the S&P 500 index.  We simply took an account worth $100,000 and calculated the impact on your portfolio value had you received the returns of our system compared to the returns of the S&P 500.

401k Safety

  • Protect What You've Saved
  • Grow In Good Markets
  • Protection in Bad Markets
  • Prepare Wisely For Retirement
  • Let Us Help

Growth in Good markets. . .Protection in bad

 

The system was developed in the mid 1990's, which gives a solid, lengthy track record.

 

We have experienced a dramatic increase of return compared to the S&P 500.  Our system:

  • Returned over 15% compounded annually since January of 2000
  • Has less than half the risk of the  S&P 500
  • 5 of the last 10 years returned over 20% each.

Since January 2000;  $100,000 would have:

  • Turned into over $400,000
  • S&P 500 turned into less than $75,000

 But What Have We Done In The Last Downturn?

  • 2008:  We lost 5.12%, the S&P lost 40.17% 
  • 2009:  As of Mid Aug we're up 42.3%, The S&P is up 17.39%

Performance is based upon fund options found in most Fidelity 401k plans.  Similar options are available in nearly all 401k plans, so you should be able to have similar results.

 

Let Us Help >>

 

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