Stop Leaving Money on the Table with Your 401(k)

Get a focused, professional review of your 401(k) investments and a personalized optimization strategy

Get Started Now $997

You're Putting Money Away. But Is Your 401(k) Actually Optimized?

You have a 401(k). You're contributing. Maybe you even increased your contribution rate last year.

But here's what most people don't know:

  • Are you capturing your full employer match? (Many people aren't—and it's literally free money)
  • Do your investment selections actually match your risk profile and timeline?
  • Are you paying more in fees than necessary?
  • Is your allocation appropriate for where you are now?
  • Could a few strategic changes significantly improve your returns?

Most 401(k) participants set it once and never look again. You deserve better.

 

Get started now $997
INTRODUCING

Max Your 401(k): Focused 401(k) Investment Optimization

A comprehensive review and personalized investment strategy for your employer retirement plan—no fluff, just actionable optimization.

Here's Exactly What You Get:

Step 1: Comprehensive Risk Assessment

Complete our proprietary questionnaire that measures both your capacity for risk (what you can afford to risk based on your timeline) and your tolerance for risk (what you're emotionally comfortable with). Understanding both is essential for the right investment strategy.

Step 2: Complete Investment Analysis

Our Advisor will analyze:

  • Your current investment selections and allocation
  • Available investment options in your specific employer plan
  • Expense ratios and fee structures for each fund
  • Your employer match formula and contribution strategy
  • Whether your current allocation matches your risk profile

Step 3: Personalized Strategy Session

A thorough review meeting where our advisor presents:

  • Your optimized investment allocation tailored to YOUR risk assessment
  • Specific fund recommendations from your plan's available options
  • Clear guidance on capturing your full employer match
  • Fee reduction opportunities
  • Answers to all your 401(k) questions

Step 4: Implementation Roadmap

Step-by-step instructions to implement the recommended changes with confidence.

Get Started Now $997

This Service Is for You If:

âś“ You have an active 401(k) with your current employer

âś“ You want to make sure you're maximizing this retirement asset

âś“ You're ready to stop guessing about your investment choices

âś“ You want professional guidance on THIS specific account

âś“ You value expert analysis without ongoing management fees

Get Started Now $997

Why This Investment Matters

Small optimization changes compound dramatically over time. The difference between a well-allocated 401(k) and one left on autopilot can mean tens or hundreds of thousands of dollars by retirement.

Yet most people:

  • Never review their investment options after initial enrollment
  • Don't know if they're getting their full employer match
  • Aren't sure if their allocation actually matches their risk tolerance
  • Have no idea what they're paying in fees

You don't have to be one of them.

FAQs About Max Your 401(k) 

Great Lakes Investment Management, LLC dba Intentional Wealth Partners, may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Intentional Wealth Partners is currently registered in Ohio, California, Florida, Texas, and Virginia.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Intentional Wealth Partners unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

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