You’ve worked hard for your entire life, and now it’s time to ensure that the money you’ve earned won’t go to waste. Whether you’re in retirement, nearing retirement, or simply planning ahead, IntentGen Financial Partners can help you structure your estate in a way that aligns with your goals and values, while offering your family as much protection as possible. Our advisors provide the personalized attention and care that will help you make the right decisions and have the right conversations, all on the timeline that makes the most sense for you. Get in touch today to find out more.
When you begin estate planning with IntentGen Financial Advisors, we can assist you in any of the following ways:
Our articles can help you learn more about estate planning today, even if you’re not ready to speak with one of our advisors. When you’re prepared to take the next steps, we’ll be here to help.
Planning for the time after you’re gone is never easy, but it becomes much easier when you have the right team looking after your affairs. Other firms treat estate planning as an afterthought, but that’s not the kind of treatment that you should expect from IntentGen Financial Partners. Taking care of the people that you love is a core part of living intentionally, and for that reason, estate planning is a central component of what we do. Our Core Values are a testament to our commitment.
No matter your situation, you can rely on IntentGen Financial Partners to help your impact grow—even after your life is over. There’s no time too soon to start thinking about how your money can benefit those you care about, and our advisors are never more than a few clicks or a phone call away. Contact us to start the conversation.