Resources

IntentGen Library

Our Vision
Our Proven Process
2022 Financial Planning Guide
2022 Mid-Year Outlook
2022 Market Outlook
2022 August Market Review
2022 June Market Review
2022 April Market Review
2022 Feb Market Review
Second Opinion Process
Tax Efficiency Checklist
Impact & Scale
Core Values
ENCORE : Introduction to Estate Planning
ENCORE : Estate Planning Description

Video Library

Estate
Insurance
Investment
Lifestyle
Money
Retirement
Tax

Contact

Office: 630-821-6990

1460 Bond Street

Suite 120

Naperville, IL 60540

info@intentgen.com

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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

IntentGen Financial Partners is a part of Thrivent Advisor Network, LLC ("Thrivent"), a Registered Investment Adviser ("RIA"), located in the State of Minnesota. Thrivent provides investment advisory and related services for clients nationally. Thrivent will maintain all applicable registration and licenses as required by the various states in which Thrivent conducts business, as applicable. Thrivent renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Advisory Persons of Thrivent provide advisory services under a practice name or “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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