Financial Planning Services
Our financial planning partnerships are designed for those who want to leave the hard questions to us. We’ll help you:
Control your cash flow and know your “net”
Protect your plan and people
Accelerate your progress toward your goals
Optimize your portfolio through asset location and allocation
Maximize your financial efficiency by minimizing your fees, risks, and taxes
Meet with us 1-2 times annually
Meet with us 2–3 times annually
Not quite sure if a financial planning partnership is right for you? One of these two options may be better suited to your needs:
Asset management. Financial planning. Investment advising. Our financial advisors and Certified Financial Planners™ in Naperville can assist you with any and all of your money management needs, no matter where in the country you happen to be. We serve clients nationwide.
No matter which plan you select, our team of financial advisors and Certified Financial Planners™ will have your back.
Each IntentGen client has a dedicated:
We believe in planning intentionally and living generously. Our Core Values set us apart from every other financial manager in the industry.
We currently manage assets worth more than $344,000,000, and we’ve facilitated well over $700,000 in charitable gifts. We’ve helped hundreds of people, and we’re ready to do the same for you.
We don’t just talk the talk. We proudly partner with a wide range of charities and organizations in your community. Compassion for others is at the heart of what we do.
Are you ready to work hand in hand with an advisor who truly understands your goals and values? We’re ready to listen. Meet our team today, and let us know how we can help.