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Fidelity

Fidelity clients can use the online portal to securely manage your accounts any time, any day.

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Money Guide Pro

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Advice Pay

A streamlined, compliant, and secure way to pay financial planning advice fees monthly from your checking account.

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Black Diamond

A dashboard to view your most current account activity and performance.

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PKS Investments

Login to the Wealthscape Investor Portal 24/7 with convenient online account access.

Contact

Office: 630-821-6990

1460 Bond Street

Suite 120

Naperville, IL 60563

info@intentgen.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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PRIVACY & SECURITY

Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “Thrivent”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures for a full description of services, fees and expenses, available at www.thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA's Broker Check for more information about our Advisory Persons.

Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. IntentGen Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and IntentGen Financial Partners are not affiliated companies. Investments through PKS or RIA are: NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY

Disclosures

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