Strategic Partnerships with IntentGen

When you form a strategic partnership with our firm, you can begin to offer more efficient, effective investment planning that will help your clients weather any storm. Hoping to assist your clients with charitable giving or tax-efficient asset distribution? We’re here to help.

Our intentional financial planning strategies, resources, and core values enable us to offer a higher level of care. Forming a strategic partnership with IntentGen Financial Partners allows your firm to do the same. The benefits are manifold:

1. You’ll grow your client base by meeting a wider range of needs. When clients know they can come to you for anything, they’ll come to you for everything.
2. You’ll diversify your revenue by offering more services. If your firm experiences seasonal lulls in business, or does better during some years than others, it could become more stable and resilient by adding additional sources of income.
3. You’ll receive consistent referrals from our team. When our financial planning clients seek help with accounting, we’ll think of our strategic partners first.