Knowledge and support makes all of the difference when it comes to realizing your financial goals. Our team will empower you with services that support and share your life's vision, while working to turn your financial dreams into reality.
For many, understanding every aspect of personal finance can be daunting. Choosing how to use our money can bring up feelings of doubt, guilt, worry, and more. From investments to retirement to insurance, the decisions can be overwhelming.
But you don't have to navigate these complexities on your own.
Life is full of many things, but you still have financial goals. Many clients need a deeper level of planning due to complex financial situations, while others may need something more streamlined to help get them started and monitor their plan.
Choose the IntentGen partnership option that's right for you:
Evaluate retirement plans and investment options to determine your best fit Interact with us and our industry-leading software to aggregate your finances and monitor progress
Align asset allocations to match investment goals
Review insurance including life, disability, long-term care, and company benefits
Review beneficiaries for accuracy and purpose
Includes Be Intentional plan plus:
Prepare and compare projections for utilization phase (retirement) Explore creative generosity: donor advised fund, qualified charitable distributions Review paycheck/tax withholdings Plan ahead for tax impact of Medicare tax brackets, Roth IRA conversions, etc. Evaluate stock options/restricted stock units Investigate employee stock purchase plan
Includes Be Innovative plan plus:
Plan for life transition events (death, retirement, major job changes, second home) Develop your long-term estate plan Plan ahead for tax impact of Medicare tax brackets, Roth IRA conversions, etc. during coordinated reviews with your Advisor and Accountant Share proprietary asset allocation models Receive advice/guidance on specific stocks/funds/investments Coordinate business finances and personal finances
IntentGen's clients with an engaged partnership have a dedicated:
to listen, guide, and direct your plan
to assist with with organization and maximization of your plan
to help with action items to ensure your plan stays on track
We believe you deserve personalized care and attention when it comes to financial planning, which is why we offer multiple paths to help you reach your goals. No matter your situation, having a clearly defined financial plan can help make living an intentional, generous life more attainable.
Our services include: