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Did you know that 60% of retirement savers feel overwhelmed by their 401(k) plan information and question their ability to manage their accounts successfully? Even more surprising, one in three people don’t even know how to access their 401(k)—potentially leaving valuable, tax-advantaged dollars on the table.
That’s a problem.
Your 401(k) or 403(b) could become one of the largest assets you own in retirement, yet many individuals still don’t have a clear strategy for managing it.
But there’s good news: 84% of people feel more confident about their financial future when they work with a trusted advisor.
Intelligently Integrated
At Intelligent Investing, we believe managing your retirement savings should be simple—not stressful. That’s why we created Intelgrations®, our proprietary technology that allows us to intelligently integrate and manage your 401(k) or 403(b) while you’re still working.
With Intelgrations®, we help you:
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Select the Right Investments
We tailor your investment choices to support your long-term retirement goals. -
Monitor and Rebalance Your Plan
We proactively oversee your 401(k) or 403(b) and adjust your allocations as needed. -
Align with Your Risk Tolerance and Financial Plan
Your portfolio should match your comfort level and your broader financial strategy—not just market trends.
You’re Not Alone
You don’t have to navigate this alone. If you’ve ever felt unsure about your 401(k), you’re not alone—and we’re here to help.
To learn more, download our free eBook, “Is Your Portfolio on Track?“ It’s packed with insights to help you stay focused and confident on your journey toward retirement.
And if you’re ready to take the guesswork out of your retirement savings, let’s talk.
Click here to schedule a coffee or complimentary call to discuss how we can help you minimize financial stress and maximize your life.
Get Started Today!
