The Optimum 401k Advantage - Personal Wealth Management Integrated with a Turnkey 401k Plan

Designed for partners and owners of profitable and successful professional practices, the Optimum 401k Advantage provides a comprehensive process for creating and managing an optimum 401k plan.

A comprehensive step-by-step process divided into six stages:

1. The Retirement Plan Evaluator™
2. The Retirement Plan Optimizer™
3. The Fiduciary Shield ™
4. The RFP Manager™
5. The Edu-tainment Experience™
6. The Wealthcare Monitor ™

The Optimum 401k Advantage enables you to maximize your retirement planning and integrate it with your personal financial goals while at the same time providing a valuable benefit for employees.

Based on Santori & Peters over 60 years of experience in advising and servicing affluent professionals, the Optimum 401k Advantage provides a full complement of institutional investment tools and capabilities in a turnkey package that can transform the burden of providing a 401k into a true financial opportunity.