401K Advantage

401K Advantage

Create a Retirement Plan That Pays Off

Planning for a successful retirement has never been more challenging than it is today. Gone are the days when workers can depend totally on Social Security and their pensions for a successful retirement. Today, smart people are realizing that working towards their retirement goals requires careful planning and making the most of employer sponsored plans, such as 401(k) plans. For most American workers, their 401(k) will be the cornerstone for their retirement savings. However, this assumes that one possesses the skill, time and temperament to navigate the investment landscape with reasonable success.

401(k) Advantage Can Help!

Retirement planning is no walk in the park, but with our 401(k) Advantage Program, you could be one step closer to achieving your goals. By becoming a client of the 401(k) Advantage Program, you’ll receive:

  • 401(k) allocation recommendations specific to your risk tolerance and your plan’s options
  • Timely reallocation updates based on our proprietary financial indicators. Our objective is to minimize losses during bad markets and participate in good markets.
  • Weekly Market Commentary
  • Access to our professional advisory team

Affordable

While many firms charge considerably more, it’s our goal to deliver this invaluable service at an affordable price.
Annual Fee – $195.00 Per Couple
(No additional charges for planning clients)
Available until client retires or terminates employment

Companies We’ve Partnered With

Advantage Waypoint
AECOM
Agile Defense
Albertsons
Alfred Benesch & Co
American Baptist Churches
American Express
American Truck
American West Construction
Ampio Pharmaceuticals
Anthem
Arapahoe Credit Union
Archdiocese of Denver
Arvada
Arvada
Arvada
Arvada
ATBS
Aurora
Auto Nation
Automotive Avenues
Avanade
Avid Center
Ball
Ball
Ball
Baseline Engineering
Better Business Bureau Denver
Boeing
Bombardier
Boulder
Boulder
Boulder Brands
Boulder Community Hospital
Bowie Resources
Breakthru Beverage
BRIDGE Healthcare Partners
BridgeView IT
Broomfield
Broomfield
Broomfield
Cantor Gaming
CASA of Adams and Broomfield Counties
Catholic Health Initiatives
CB Richard Ellis (CBRE Group)
CDI
Center for Cosmetic Surgery
Centura Health
Centura Health
Centura Health
CenturyLink
CH2M
Charter Communications
Children’s Hospital
CI International
Cielo
Cigna
Cisco
Citron
Clarity Media Group
Clear Creek County
Colorado Eye Center
Colorado PERA
Colorado Springs
Colorado State University
Colorado State University
Columbine Therapy Services
Continental Transport
CoorsTek
Crescent Real Estate
Crestone Peak Resources
Data Fusion & Neural Networks
Datalink
Davis Graham & Stubbs
Dean Evans & Associates
Deep Space Systems Inc (DSSI)
DeLine Box
Delta Montrose Electric Assoc
Denver
Denver
Denver
Discovery Natural Resources
Eagle Materials
Eating Recovery Center
Edwards Lifesciences
EKS&H
Enterprise
Environmental Chemical Corporation
ESRI
Excelon
Farmers Group
Federal Heights
Felsburg, Holt & Ullevig
Ferguson Enterprises
First National Bank Omaha
First Western
FirstBank
FlightSafety
Fort Collins PD
Gateway Mortgage
General Electric
General Physics
Global Foundries
Hain Celestial Group
Harris Corp
HCA
HDR
Health First
Hearst Corporation
Hein & Associates
Heska
Hilton Worldwide
Holland & Hart
Honeywell
Honnen Equipment
Hyland Hills
I H S
IBM
IDEX
IECRM
Insperity
Integra
Integra
JDSU
JEFFCO Public Schools
Jefferson County
Jefferson County
Jet.com
Johns Manville
Kaiser Permanente
Katherine Shaw Bethea Hospital
Kimberly-Clark
Kraft
Kroger
Lachman Consultants
LafargeHolcim
Lakewood
Lakewood
Land Title
Lee Memorial
Leidos
Leprino Foods
Level 3
LGS Innovations
Lightning Ventures
Littleton
Local TV LLC
Lockheed Martin
Longmont
Longmont
Longmont Christian
Longmont Dental Assoc
Maguire Senior Services
MAR COR
Medidata
Medtronic
Merchant & Gould
Mile Hi Specialty Foods
Mile High Detailers
Miller International
MillerCoors
MOA Architecture
MWH Global
North Metro Rescue
North Metro Rescue
Northern Tier Energy
Northglenn
Northrop Grumman
Novartis (Sandoz)
Nspire Health
Octagon Systems
OLP
OMNI-X
Oracle
O’Reilly Automotive
OrthoColorado Hospital
PASCO
PayTech
Philips Electronics
Platte Valley Medical Clinic
Prime Trailer
Professional Hospital Supply
Prologis
Pulte Group
R G Fowler & Co
Raytheon
Republic Airways Holdings
Ricoh USA
Ring Central
Riverside Research
Rocky Mountain Center for Reproductive Medicine
Rocky Mountain Human Services
RTD
Sage
Sandler Training
Science Research Laboratory
SCLHS
Scottrade
ServiceSPAN
Short Elliot Hendrickson
SkyWest
Sonus Networks
StoneRiver Holdings
Sturgeon Electric
Suncor
Sundyne Industries
SunFlower Bank
Surgical Specialists of Colorado
Tallgrass Energy Partners
TallGrass Spa
TeleTech
Terumo BCT
The Denver Hospice
Thornton
Thrift Savings Plan
TIAA-CREF
Tolmar
TransMontaigne
Trinity Services
Tri-State
Tri-State
Turn Key General Contractors
UCAR
ULA
United Airlines combined non-pilot plan
United Airlines PRAP
United Power
University of Colorado
University of Colorado
University of Colorado Health
University Physicians
UPS
Utah Retirement Systems
UTC
Vail Resorts
Vanguard IRA
Wells Fargo
Wesco Distribution
West Corporation
Western Union
Westminster
Westminster
Whiting-Turner
Xcel Energy
Xcel Energy
Zimmer Biomet

 

 

Advisory services are offered through Townsend & Associates Inc., dba Townsend. Financial Advisors of Townsend are registered representatives of and offer securities through Securities America, Inc., Member FINRA/SIPC. Townsend and Securities America, Inc. are not affiliated. Privacy Statement | © 2017 Townsend

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