You already know how to serve your clients, but whether you’re an independent CPA or part of a growing firm, a strategic partnership with IntentGen puts you in a position to have an even greater impact. Live intentionally and work intentionally by collaborating with our team.
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:
Our planning services are centered on one goal: helping our clients live more intentionally. Explore our Financial Planning Guide to get a better idea of how we operate in a rapidly shifting financial landscape, and start a conversation to find out how a Strategic Partnership with IntentGen can benefit your clients.
Even life’s most difficult years become easy to manage when you’re in community with others who share your goals. If you have any interest in starting a relationship with IntentGen Financial Partners, we encourage you to reach out whenever it’s most convenient. We look forward to growing together!