We offer clients access to several interactive investment and insurance tools, such as 401(k) Optimizer, $ymbil and EasyLife.

401(k) Optimizer

The 401(k) Optimizer® is an automated online tool designed to assist individuals, like you, with allocating the investment options in your company-sponsored 401(k), 403(b) or 457 plans. The system uses your risk tolerance and long-term goals to generate portfolio allocation recommendations and will recommend changes to make to your investment strategy based on your plan’s investment options and market fluctuations.

Here’s a short video that explains how it works: 

We offer clients complimentary access to 401(k) Optimizer. If you are not yet a client, we’d be more than glad to allow you to test drive the service for three months.  Contact David at david@maynardwealth.com for a promo code.

 

$ymbil

$ymbil is an online investment platform that allows individuals to invest in a globally diversified portfolio in a matter of minutes. After completing $ymbil’s brief online profiling questionnaire, the system will recommend a risk-appropriate investment portfolio, tailored to your goals and objectives. This portfolio will be actively managed by the experienced team of investment professionals at Ladenburg Thalmann Asset Management (LTAM) and automatically adjusted based on changes in the market, in order to keep it in line with your stated risk profile. LTAM is a SEC Registered Investment Adviser and manages over $2 billion in client assets.

If you choose to invest in the portfolio, you will then be guided through $ymbil’s simple online account opening process where you can get started with as little as $500. You can also take advantage of various investment tools to help grow your account such as an automated investment plan that can be set up to withdraw money from your bank account and invest it into your portfolio on a monthly or quarterly basis. In the future, if your financial situation changes, you can also easily switch your investment to a more appropriate portfolio.

This 2 minute video provides a good overview of the system:

 

 

Start investing today by opening an account at:  https://symbil.com/start.xhtml?advisor=55l

 

EasyLife

Life insurance is designed to help those that you care about the most. If you have a spouse, kids or aging parents who depend on you, life insurance is essential to help cover their needs. EasyLife literally makes it easy for you to explore how your options at your own pace online and receive a personalized quote. Already know how much you need? Just request a quote. Don’t know how much you need? The interactive tool helps you figure that out.

Get started by visiting our dedicated webpage at: https://easylifeinsurance.com/?cid=MAWM&entityId=20448065 

 

Do you have questions about any of your interactive tools? Just reach out to us at david@maynardwealth.com or elizabeth@maynardwealth.com