About us

Thomas G. Chipain, Chartered Retirement Plan Specialist ®

President and Founder of ReviewMy401k.com LLC


 


“No matter how much you invest or how much you have in your Employee Retirement Plan, everyone deserves affordable, professional financial advice and guidance for their future retirement. That’s why I started ReviewMy401k.com.”

 

“As an Investment Advisor, I observed that most people who are in Employee Retirement Plans were not getting the financial advice and guidance they deserved.  The reality is that unless you qualify to be serviced by a brokerage firm (and most people don’t) or you have a dedicated advisor for your company’s plan (which is not the norm at most companies), you’re left hanging on your own.  This is why I established ReviewMy401k.com - to help those who don’t have the time, knowledge, inclination,  or access to professional, unbiased advice.  Everybody needs a champion, whether it’s a parent to a child or teacher to a student.  ReviewMy401k.com is the champion to everybody and anybody who’s invested in an Employee Retirement Plan.  We are dedicated to pursuing the best way to get you from where you are, to the retirement you’re hoping to have. “

 

Our commitment begins with you and your financial goals.  When would you like to retire?  What is your risk tolerance?  How are you currently invested? These are just a few of the questions we ask before developing your specific investment strategy.  Working with the Mutual Funds available in your plan, we create a personalized Investment Recommendation Plan tailored to you, with a diversified, asset allocation.  As independent Third Party Advisors, our advice is completely unbiased and free from conflict of interest.
 
We keep a sharp focus on your investment.  We constantly monitor your account, how it’s responding to market shifts and we make changes when necessary… our goal is to protect you through volatile market downturns, while capturing the upturns, in a good market.  
When you have questions about your investment, you can talk LIVE to a ReviewMy401k.com Investment Advisor.   Whether you’re a client or not, consultations are free of charge.  We’re here to guide and advise you with Education, Newsletters, Webinars and Website. Resource information for your Employee Retirement Plan. 

 

We know these are more than just funds and categories - they’re your future.  At ReviewMy401k.com, we treat it that way.


When offering our service we acknowledge our fiduciary status in writing, with respect to the provision of advice, as per ERISA and PPA Guidelines.


Thomas G. Chipain, CRPS ®
Investment Advisor
President and Founder of ReviewMy401k.com LLC
 
ReviewMy401k.com. LLC is a Registered Investment Advisor

P.O. Box 14142

Bradenton, FL. 34280

Fiduciary Statement and Code of Ethics
ADV Part II Advisory Statement