Take charge of your retirement with the 401kPlanPro Solution.
Introducing the 401kPlanPro Solution.
More than 61 million people participate in employer-sponsored retirement programs like 401(k), 403(b), 457, and Thrift plans. But many investors simply do not feel qualified or comfortable selecting and managing investments within their employer-sponsored retirement accounts. You, like many others, may need help choosing how to invest in your 401k from among the investments your employer's plan offers and allocating those choices appropriately. Unless you work for a retirement investment firm or a very large company, chances are your options for plan investments are limited. Properly managing your employer-sponsored retirement account may have a profound impact on your retirement goals. Regardless of whom you work for, if you are invested in a company plan we can provide you with comprehensive investment advice. The funds you invest in should depend on your investment philosophy, your risk tolerance, and how much time you have until you retire.
Anyone with a company-sponsored retirement plan can benefit from the 401kPlanPro guidance. Providing personalized advice on how to invest a company plan, the 401kPlanPro gives you clear directions and choices to making the most out of your investment.
The 401kPlanPro utilizes a simple and effective, yet comprehensive process. We start with some basic information gathering to gauge the best approach to your plan. First, fill out our Risk Tolerance Questionnaire. Based on an initial evaluation of your plan’s investment choices, risk tolerance results, and other factors, we provide an initial recommendation on how to allocate the holdings within that plan. Once we have your assets allocated appropriately according to our risk profile evaluation, we will send you quarterly reminders and recommended adjustments to your plan’s investments. You can easily access your past and current recommendations online monitoring your account’s growth. We also use our Stock Market “Buy/Sell Line” recommendations to make the strategic decision whether or not you should be invested in the stock market at all. This strategy overlay prompts us on when and how much to have invested in equities. The “Buy/Sell Line” is designed to be an emotionless and mathematical process driven by market ratios. This approach attempts to avoid major market downturns and may move to cash and/or lower risk investments during declines in the market.
The 401kPlanPro gives you the tools to help you make informed decisions.
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Many people need help deciding which investments to choose. Investing is our business. It’s what we do every day;
we're here to help you.
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Watch the video and see why the 401kPlan Pro is a beast.
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The 401kPlanPro Solution may be essential for survival.
You, like many others, may need help choosing from the investments available in your employer's plan and allocating those choices appropriately— that's why the 401kPlanPro was developed. We give you the tools to help you make informed decisions. It's quick, it's simple, and it allows you to maintain complete control of your assets.
Strive to Protect Your Assets
One great feature of the 401kPlanPro is access to the BuyLine®. When the market drops below the BuyLine®, you will receive notification with advice on how to restructure your portfolio in an attempt to protect your assets. When the market moves above the BuyLine®, you will once again receive advice about what to do next.
Providing Help with Retirement Decisions
Many people need help with their 401(k), 403(b) or other company-sponsored retirement plans, but think they are not the right candidates for professional advice. With the added support of the 401kPlanPro, working individuals can now receive specialized advice designed to help them make informed decisions about the investment choices, including portfolio diversification, made available to them by their employer.
The 401kPlanPro is a perfect choice to help you diversify
your portfolio — a wise choice in today's market.
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Financial Well-Being as the Goal
An actively managed account, we believe, is a great way to improve results and protect assets. Our approach is to apply our proprietary indicator, the BuyLine®, which is designed to keep our clients on the right side of the market.
It's a beast that never sleeps.
DALBAR Computer Model Certification
One of the third-party firm's investment models has been evaluated by DALBAR to determine if it meets the requirements to be used
as a Certified Computer Model as defined by the Employee Retirement Income Security Act of 1974. As a result, the computer model has been granted Certified Computer Model status by DALBAR. This is important, because ERISA plan fiduciaries who meet all other ERISA requirements and use a certified computer model will qualify for the fiduciary relief granted under ERISA Section 408(g).
and easy-to-use plan
for investing your 401(K)
Trusted and proven to
effectively help with your
Goal number one:
Protecting your assets
while ensuring growth
The 401kPlanPro Buyline Feature
Our strategic partner spent years to developing the BuyLine®, and we take great pride in its ability to help us conduct our business. We are excited about this achievement and wish to share it with you. We believe it's that added bonus that pushes us above our competition.
It is painful to watch the value of your portfolio drop, and it is little comfort if the market in general is declining. In response, the BuyLine® investment strategy was designed to protect capital in market downturns while seeking to outperform the major indices during market upswings. The BuyLine® tells us when and how much to invest in equities.
Its design is technical, but its interpretation is straightforward. Simply put, it gives us an objective indicator of the intermediate-term trend of the market. If the bulls are in control, our strategy is to invest capital in equities in order to take advantage of the gains a bull market can possibly bring. However, if the bears are in control, we typically move our clients’ capital to the safety of money markets or short-term bonds.
BuyLine® is based on a calculation of the strength of the market derived from the ratio of new highs to new lows on the New York, NASDAQ and American stock exchanges. It is a quantifiable indicator that provides a very accurate intermediate-term forecast. Ratios are run on a 10, 20, 30, 90, 180 and 365-day basis, to produce a clear picture of the strength or weakness of the overall market. This approach helps take the guesswork out of investment decisions in an effort to keep client portfolios on the right side of the market.
Not every BuyLine® buy and sell will result in a profitable trade. However, there have been situations in the past in which it reduced clients’ exposure to equities during market downturns by following a BuyLine® signal, thereby preserving capital. There can be no assurance that the BuyLine® indicator will protect a portfolio from loss of capital. An important goal of the BuyLine® is to outperform the market on a long-term basis.
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The 401kPlanPro Solution is powerful stuff.
After years of research, our strategic partner developed a systematic method of investing that is designed to protect our clients' assets during market declines. In 2000-2002, as the market dropped, they were able to reduced clients' exposures to stocks through their systematic method. In 2008, their proprietary intermediate-term indicator the BuyLine® gave the signal to exit the stock market. Consequently, they moved clients' assets to the safety of the sidelines during much of the decline. If the 401kPlanPro can prevent a catastrophic loss just one time, we believe that type of protection is crucial for long-term survival in today's market.
President and Principal of Wealth Preservation Group, Inc. a Colorado Corporation since 1999, John holds NASD Series 65 and Texas and Colorado Insurance licenses for life, health and long-term care so that he can offer financial services and advice to clients that may help to preserve their assets, increase their income and reduce their taxes. John will provide comprehensive financial planning, including retirement planning and portfolio management. With extensive, timely and unparalleled financial solutions, John is committed to offering a one-source solution for management, growth and preservation of his clients' wealth.
As an independent Investment Advisor Representative, John provides personal financial advice that is free of a preconceived solution and that is suited to his clients' needs. Having worked with attorneys in Texas and Colorado, John has a working knowledge of the importance of a complete estate plan, including the proper implementation and execution of planning documents. With clients across Colorado and Texas and a few more in Nebraska, New Mexico, Michigan, Oklahoma, Utah and California; John is proud of his company's Better Business Bureau's Gold Star Rating for excellence in customer service.
Meet John W. Yarbrough, Financial Advisor
Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Please be advised that presently, John Yarbrough holds Series 65 Licenses in Colorado. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by John Yarbrough before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Link Disclosure, Please Note: The information being provided is a courtesy. When you link to any of the websites provided herewith, you are leaving this site. Wealth Preservation Group, Inc. and Virtue Capital Management, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Wealth Preservation Group, Inc. website and assume total responsibility and risk for your use of these sites. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed.
Introducing the 401kPlanPro Solution.
A revolutionary financial planning
solution designed so that you can
live and retire like a king.
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Contact us now to get started.
For more information about this great program and many others,
contact John W. Yarbrough, Financial Advisor at:
To help plan, sponsors evaluate the importance of making a Certified Computer Model available to their plan participants. We've commissioned FRA/PlanTools, a leading provider of fiduciary-related services, to write a white paper which analyzes the issues surrounding their fiduciary liability and how making a
Certified Computer Model available to plan participants can
lower their liability. Although our solutions are simple
to use, the underlying analysis is highly advanced.
It's like having your very own personal investment advisor.
And it's on the job: 24 hours a day, 365 days a year.
Technical trading models are mathematically driven based upon historical data and trends of domestic and foreign market trading activity, including various industry and sector trading statistics within such markets. Technical trading models, through mathematical algorithms, attempt to identify when markets are likely to increase or decrease and identify appropriate entry and exit points. The primary risk of technical trading models is that historical trends and past performance cannot predict future trends, and there is no assurance that the mathematical algorithms employed are designed properly, updated with new data, and can accurately predict future market, industry, and sector performance. Please be advised that investing involves risk and that no particular investment strategy can guarantee against losses. All market timing strategies that are employed are designed to be reactive indicators and therefore are not designed to avoid all losses. The 401(k) Plan Pro is offered through Virtue Capital Management, LLC; an SEC registered investment adviser. SEC registration does not constitute an endorsement of the Firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investments and investment strategies involve risk and have the potential for both profit and loss of principal. There can be no assurances that a particular investment or investment strategy will be suitable, profitable, or will help you avoid a loss. Diversification may help spread the risk of investing it does not assure a profit or protect against a loss. Investors should consider the investment objectives, charges, expenses, and unique risk profile before investing; the prospectus should be read carefully before investing. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.