Mindie Molina Investments and Insurance

Guided Retirement Plans

Give your employees the active wealth management they deserve with a team you can trust.

What is Guided Retirement?

Our HCM-Guided Retirement is our service that works alongside plan sponsors to provide fiduciary support by implementing our 3(38) service and investment models in company-sponsored retirement plans through our partners at Howard Capital Management.

Our goal is to provide plan participants access to the HCM-BuyLine® stoploss indicator with the choice of Blended or Custom Models.

Blended Models: Tactical Risk-Based Models (comprised of proprietary Mutual Funds)
Custom Models: Personalized Risk-Based Portfolios (comprised of non-proprietary ETFs and Mutual Funds)

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Fees and expenses apply to an ongoing investment, and over time these fees and expenses will reduce the return of an investment. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through individually licensed and appointed insurance agents through Mindie Molina Investments and Insurance, Inc.

Insurance products and services are offered and sold through Mindie Molina Investments and Insurance, Inc.. Mindie Molina Investments and Insurance, Inc. and Mindie Molina Investments, LLC. are not affiliated.

Mindie Molina Investments, LLC. is a registered investment adviser located in Stuart, Florida. Mindie Molina Investments, LLC. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links.

For information pertaining to the registration status of Mindie Molina Investments, LLC., please contact the state securities regulators for those states in which Advisor maintains a registration filing. A copy of Advisor’s current written disclosure statement discussing Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Mindie Molina, LLC, directly upon written request. While Mindie Molina, LLC has reasonable belief that the links and articles within our site to unaffiliated third-party information may be relevant to the viewer, these are only provided for informational purposes, and may not be accurate, timely, suitable, or relied upon. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly

company sponsored retirement plans

Guided Retirement Plans

Give your employees the active wealth management they deserve with a team you can trust.

What is Guided Retirement?

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