The ManageMyPlan system was designed to help retirement plan investors avoid devastating loses and build a strategy of success through a combination of powerful sophisticated technology and professional guidance.
Your transactions are 100% secured. We use the best possible encryption method available.
**P.S.: This is a Limited Time Offer for early adaptors of the product and services at over 80% discounted price. As soon as the timer hits zero, the offer will expire and then you will have to pay the full price.

A Strategy Specifically Designed for Plan Participants.
The ManageMyPlan Risk Mitigation System was created as a way to deliver a personalized investment strategy for participants in a 401k, 403B or 457 plan. Because choosing the right investments can be overwhelming and many are not familiar with how to optimize their investment choices, these tools offer a combination of market intelligence, fund management experience and technological transparency to help participants protect their account balances in order to maximize their retirement dreams.
Fear that the stock market will crush you financially
Fear that your retirement savings won't be enough
Fear that you may have to work forever
Fear that you will never be able to retire comfortably

Here’s Just A Few Things You’ll Achieve When You Enroll In The ManageMyPlan AUTOMATION Platform Today...
Empower Yourself With The Ability To Overcome The Fear of Loosing Money Learn How Anyone Can Implement a System to Achieve Financial Success Within Their Retirement Accounts.
Discover the 3 Things That Hugely Successful Investors Know and Use That You Don’t (It’s A Lot Simpler Then You Think)
Future Proof Your Retirement By Protecting Your Accounts Now So That You Can Benefit From Them Years From Now
Find Out How You Can Achieve 30% - 50% Less Risk Without Sacrificing Investment Returns, Easier Than You Ever Thought Possible
Learn How You Can Generate 30% - 50% More Income During Retirement By Avoiding Loses and Contractually Guaranteeing a Private Pension Before Retirement (anyone can participate and do this)
Gain Access To The Most Powerful Risk Management Tools Available To Take Control Of Your Financial Future
Work With a Seasoned Team of Professional Fiduciary Advisors Who Have Your Financial Future and Best Interest at Heart, ALWAYS
Your transactions are 100% secured. We use the best possible encryption method available.
**P.S.: This is a Limited Time Offer for early adaptors of the product and services at over 80% discounted price. As soon as the timer hits zero, the offer will expire and then you will have to pay the full price.
The ManageMyPlan Risk Management System Is An Aggregation Of The Most Powerful Software Applications and Intelligence Algorithms Available Today. Sequenced In Such A Way, To Provide Unparalleled Financial Risk Management, Virtually On Auto Pilot. Available To Any Retirement Plan Participant Working AT Any Company, In Any Plan.
The Risk Analyzer quantifies "Personal Risk Capacity". Analyzes that "Risk Capacity" against an existing portfolio. Then makes allocation recommendations on how to reduce risk without compromising return potential.

The Optimizer is an allocation tool with a buy/sell algorithm overlay. It guides investors how best to allocate the funds available to them within their plan. What to own, when to buy, when to sell and when to rebalance. Developed in 1997 and use by one of the most successful private money managers in the Country.

The third or final step is the Retirement Analyzer for our VIP Clients. One of the most powerful analytical planning tools on the market. It provides a deep visual look at where you are financially today and where you can expect to be tomorrow. It answers the questions.....

Special Pricing: VIP Plan $497yr / $45mo
Special Pricing: Core Plan $297yr / $30mo
Your transactions are 100% secured. We use the best possible encryption method available.
**P.S.: This is a Limited Time Offer for early adaptors of the service at over 80% discounted price.
Offer extended to first 500 participants, at which time the offer will expire and you will have to pay the full price.
You're fully confident with your investments.
You have a clear picture of your projected retirement cash flows.
You are comfortable that you're defined strategy will help you meet your goals.
You are looking forward to an amazing retirement.

You can achieve rapid peace of mind and you can do it FASTER and EASIER than you thought possible with the ManageMyPlan Risk Management Automation.
It's actually quite simple.
And it all starts with taking the RIGHT STEP forward today.
Once you plugin ManageMyPlan Automation system you will have a very clear picture of your risk capacity and how it measures up against your current investment portfolio.
You will be able to see if you are taking on too much risk or to little risk to achieve your goals.
You will be instructed on how to better allocate your retirement accounts to achieve your financial goals.
You will have more confidence and peace of mind that the investments you have are right for you.


Using the Optimizer software, with the buy/sell algorithm overlay, will give your precise actionable directives on protecting against devastating market loses.
Allocation recommendations based on available funds within your plan.
Sell recommendations to protect against massive loses during uncertain market conditions.
Buy time recommendations when market conditions become favorable.
Reallocation recommendations delivered quarterly to remain properly invested in the right places at the right times.
Our Retirement Analyzer software provides laser clarity on your personal financial picture. It provides a visual of where you are at today and where will be in the future.
Know how much income you'll need and have at retirement.
Know when financially is the best time to retire.
Know your family will be alright if something happens to you.
Know how best to mitigate taxes during retirement.
Know you have a plan to avoid loses and never run out of money.


"The system was very easy to implement. Love the idea of working with an independent professional to taylor a strategy specific to me as an individual. The stop-loss feature is brilliant."


"The ManageMyPlan system provides the ability to visually see where I can expect to be financially before and throughout retirement. I'm no longer worried . My confidence has increased tremendously."

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"This is a fantastic platform and just what I needed for myself and my employees. We can can now focuse our time on making great beer and less time worrying about our investments"

Our early users of this system, including myself, my family, and many of my long time clients, have greatly benefited by avoiding market loses and in turn increased our retirement account balances by using risk management automation.
And now, we are ready to bring this system to you, because I don't want you to lose significant money in the market when protecting your financial future can be so easily accomplished by using our system.
I built out this system because of the concern and lack of confidence I saw with my own parents as they saved for retirement in their companies 401k plan. Constantly concerned with the market, not knowing if they would have enough money to retire, and with zero help from the 401K plan broker.
Several years ago, I set out on a mission to find the tools that would alleviate the stress and help retirement plan participants better manage their investments and their retirement goals.
After years of searching for the right tools, those that could be easily used by any retirement plan participant, regardless of their investment sophistication, and regardless of what company they worked for, I now believe I have found those perfect tools and perfected the system.
I'm so very confident that this system will help you avoid devastating losses, help you define and manage your goals, it will more than pay for itself in the peace of mind achieved no time at all.
The innovative automation approach defined here is something simple yet vastly overlooked by most investors. So here is your chance to be an early mover, take control, get ahead of your fears, and plan for the retirement of your dreams.
The ManageMyPlan Risk Management AUTOMATION system generates proven results in helping retirement plan participants avoid devastating market losses and builds confidence in their financial futures.
Now, I'd love to help you too with this system, so that you can make your retirement dreams a reality.


Creator of the ManageMyPlan Risk Management Automation System
Let's put some risk management in your investment strategy and take you to the next level!
Your transactions are 100% secured. We use the best possible encryption method available.

Every investors financial situation is unique regardless of their intended retirement date. Therefore every investors "Risk Capacity", the amount of risky investments they should have in their portfolio is also unique and must be quantified and inline with their personal risk capacity.

Automation does not mean alone. The system is powered by people. People who are Professional Fiduciaries trained to provide individualized service in helping our clients meet their goals. We want to know who you are, we want you to know who we are, professionally and personally.

Every investor, regardless of the company they work for, or the plan they are invested in, is provided a personalized allocation recommendation based on their "risk capacity" and the funds available to them within their plan.

This system incorporates one of the most successful market analysis algorithms ever patented. It provides investors 365 oversight on when you should be in invested and when you should NOT be invested at all times.

As markets move so does an investors allocation. Our team continually monitors all available funds ensuring clients are invested in the right mix of funds all the times. Rebalancing ensures that your portfolio remains inline with your "Risk Capacity" as an investor.

Can you afford to retire? The Retirement Analyzer Software provides visual clarity to where you are, and where you can expect to be financially before and during retirement. A deep look at future cash flows, expenses, taxes, inflation, legacy funds, expected and unexpected financial situations, everything organized in one place.

Through the Retirement Analyzer Software we will build a custom financial plan and alternative strategies for retirement. This is where we bring it all together, build the road map, bring clarity and confidence to the table, ensuring your retirement goals become a reality.

Every year you will have the option to revisit the financial plan during our one on one strategy sessions. Together we will review the plan, tweak the plan, look for options that improve on the outcome, strategize toward new or changing financial goals. Its your call and opportunity to tap our expertise.
Our system, as mentioned before, utilizes one of the most successful buy/sell algorithms ever patented. For those who prefer not to manage their own accounts themselves, they can hire the private money manager who owns the algorithm, to do it for them, right within their company plan.

The ManageMyPlan System was designed to protect you against devastating financial loses for life. As long as you are a client you will be supported by a Professional Fiduciary Advisor with your best interest at heart. Together your goals will always be our mission.
Your transactions are 100% secured. We use the best possible encryption method available.
**P.S.: This is a Limited Time Special Offer for early adaptors of the system at over 80% discounted price.
As soon as the timer hits zero, the offer will expire and then you will have to pay the full price.
We are so confident about out service that we will let you test drive it Risk Free, not for a week, not for 2 weeks, but for 1 full month. You'll not only get the Risk Capacity Analysis and One on One Discovery Call, but you'll get all the bonuses along with it. And if for any reason the ManageMyPlan Risk Management Automation System does not give you peace of mind and greater confidence, we will gladly refund you the money, without any questions asked.

Let's put some risk management in your investment strategy and take you to the next level!
Your transactions are 100% secured. We use the best possible encryption method available.
Is the ManageMyPlan Automation System and the other Software complicated to use?
The ManageMyPlan System is set up for you by one of our Professional Fiduciary Advisors. There is no software to download or learn how to use. You provide us the funds available in your plan and we do all the work. Our team provides the recommended allocation based on available funds and your personal risk profile, you allocate within your retirement account as directed . Our team monitor those funds daily and direct you on when to buy, sell and reallocate as determined by market conditions. If you prefer not to manage the account yourself it can be done for you.
Do I have to move my money?
NO. The ManageMyPlan system works for any participant in any plan WITHOUT moving the money. Your funds will remain within your 401k, 403b or 457 retirement plan. We simply guide you on better managing those investments with a focus on protecting against devastating losses.
Will a ManageMyPlan Advisor have access to my retirement account?
No. We will not have nor do we need access to your account. You will always remain in control of your retirement account. Should you choose the Done-for-You option, you will authorize the private money manager who owns the patented buy/sell algorithm to monitor the market and execute the transactions for you within your retirement account.
How successful has the system been for other users?
While past results are no guarantee of future success, and every plan has their own unique investment options, the stop-loss algorithm used within the system was originally patented and put into use in 1997. It has triggered sell signals which would have minimize investment losses 15 times since inception. In each case, investors would have minimized losses and re-entry back into the market was at a lower price point. Successfully achieving the buy low, sell high objective of investing 101.
What kind of support can I expect?
The ManageMyPlan system is administered by Fiduciary Advisors. Our advisors are required by law to act in the best interest of the client and ensure no conflicts of interest exists. Advisors are always accessible via email or dedicated text service with every client having calendar access to schedule a meeting at their convenience.
What if I leave my job or need to cancel my subscription?
The ManageMyPlan system was designed to be a companion protection tool for life. Like auto insurance is to driving. Our system is portable and can be utilized regardless of where your retirement investments are. If you change or leave your job our professional advisors will assist you in staying the course by maintaining oversite and protection in place. However, we understand life happens and we do not believe in lengthy contracts or forcing participants to work with us. Subscribers may opt out, with notice, 15 days prior to their enrollment anniversary.