At IntentGen Financial Partners, we offer a wide range of financial, investment, and insurance planning tools tailored to your specific needs. We aim to empower each and every client to live more intentionally through innovative financial solutions and trusted financial management. And while our work is always focused on you, the client, we are proud of the many accomplishments we’ve made and the honors we’ve earned in our service to you. Learn more about some of the awards we’ve won below, and when you’re ready to start a winning financial partnership the IntentGen team is here for you.
Inc., one of the country’s leading business magazines, published its annual Best Workplaces list in the May/June 2023 issue. IntentGen is pleased to announce we’ve earned a coveted spot on that list, singled out for our exceptional workplace and company culture. IntentGen was one of 591 businesses chosen as a Best Workplace of 2023*.
After receiving thousands of submissions for the list, Quantum Workplace conducted a comprehensive employee survey of each nominee. The survey covered topics such as management efficacy, employee benefits and perks, growth opportunities, and the overall culture of the company. Each business’s benefits were also audited and ranked.
The Best Workplaces distinction is one only a few businesses can claim, and we at IntentGen are thrilled to be honored in such a way. We are equally thrilled that we can draw top talent and foster a positive company culture that gets results for both our clients and our employees.
In August of 2023, the Invest in Others Charitable Foundation released its yearly Charitable Champions list, which recognizes businesses that give back to their communities and encourage humanitarian work within their respective companies. IntentGen was one of just 10 financial advisory firms named to the list.**
A panel of expert financial advisors conducted blind evaluations of each applicant, looking at an array of factors, from management and company culture to events and outcomes.
All told, the 2023 honorees volunteered more than 10,000 hours and gave more than $1.6 million to a wide variety of charitable organizations. IntentGen is extremely proud to be among them and to be a part of positive changes in our community and our world.
As a nationally recognized company with years of experience and service, IntentGen is ready to guide you on your financial planning journey. Call (630) 821-6990 or contact us online to schedule a consultation. We look forward to partnering with you and continuing to provide the world-class, award-winning service for which we are known.
*IntentGen Financial Partners received a 2023 Inc. Best Workplaces award. The award is based on and determined by calculating engagement scores and benefits scores for thousands of applicants. Employees at each company completed a 37-item questionnaire using a six-point Likert scale (strongly disagree to strongly agree), and the raw data was converted to a score that was indexed to a 100-point scale. Each company was also scored on whether it offers 30-plus benefits and perks, from health insurance to paternity leave. To make Inc.’s 2023 Best Workplaces list, companies had to meet a minimum cutoff on both employee engagement and benefits and perks. No fee was paid by IntentGen Financial Partners or Thrivent Advisor Network, LLC., to Inc. in exchange for inclusion in the award. There are no other material relationships between Thrivent Advisor Network, LLC., including IntentGen Financial Partners and Inc. The award is not related to the quality of investment advice and based solely on the disclosed criteria. Please note that this is not an indication of any client's experience or an indication of Thrivent Advisor Network, LLC's future performance.
**On August 21, 2023, IntentGen Financial Planners received a 2023 Charitable Champions from the Invest in Others' Year Award. The Invest in Others Award program recognizes the charitable work of financial advisors in communities across the country and around the world. The Invest in Others Charitable Champions list of ten winners recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. Applications are evaluated blindly by a panel of financial advisors based on criteria including leadership & culture, events & activities, incentives, contributions, and impact on a nonprofit and the community it serves. More information can be found at https://www.investinothers.org/charitable-champions/. No fee was paid by IntentGen Financial Planners or Thrivent to Invest in Others in exchange for inclusion in the award, however, Thrivent did sponsor the award event and paid a fee to utilize certain marketing assets to promote inclusion in the award. There are no other material relationships between Thrivent including IntentGen Financial Planners and Invest in Others. The Award is not related to the quality of investment advice and based solely on the disclosed criteria. Please note that this is not an indication of any client’s experience or an indication of Thrivent’s future performance.