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Your Financial Planning Partnership

Your Financial Planning Partnership

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

Be Intentional

  • 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 your 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


Meet with us 2–3 times annually

Learn more

Be Innovative

  • Includes Be Intention plan plus:
  • Prepare and compare projections for utilization phase (retirement)
  • Create a distribution strategy for retirement income that minimizes taxes and risk
  • Explore creative generosity: donor advised fund, qualified charitable distributions
  • Review paycheck/tax withholdings
  • Plan ahead for tax impact of Medicare brackets, Roth IRA conversions, etc.
  • Evaluate stock options/restricted stock units
  • Employee stock purchase plan


Meet with us 2–3 times annually

Learn more

Be Visionary

  • Includes Be Innovative plan plus:
  • Plan for life transition events (death, retirement, major job changes, second home)
  • Develop your long-term estate plan
  • Facilitate reviews, as needed, with your
  • Accountant and Attorney
  • Share proprietary asset allocation models
  • Receive advice/guidance on specific external stocks/funds/investments
  • Coordinate business finances and personal finances


Meet with us 2–3 times annually

Learn more

Additionally, all of our financial planning partnerships include the following benefits:

Services & Guidance

  • Personalized advice by a dedicated Financial Advisor
  • Review of your plan by a Certified Financial Planner®
  • An intentional process to keep you thoughtful and accountable as you explore the best ways to use your money
  • Access to a comprehensive client experience including exclusive social, educational, and charitable events

Deliverables

  • Net Worth Summary and Financial Projections
  • Tax Efficiency Checklist to focus on the purpose of your money (and the best way to use dollars that are taxed now, later, or never)
  • Written summaries of recommendations and advice
  • Guidance on topics you may not be thinking about
  • Quick responses on questions as they arise

Financial Planning Solutions for Every Situation

Not quite sure if a financial planning partnership is right for you? One of these two options may be better suited to your needs:

Investment Advisory‚Ä®
Asset Management
Solutions and Strategies for Insurance and Investments
Contact Us to Learn More
Your Partners in Intentional Living

Your Partners in Intentional Living

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:

  1. Financial Advisor to listen, guide, and direct your plan.
  2. Planning Coordinator to assist with the organization and maximization of your plan.
  3. Service Coordinator to help with action items to ensure your plan stays on track

Why IntentGen?

Our Values

We believe in planning intentionally and living generously. Our Core Values set us apart from every other financial manager in the industry.

Our Impact

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.

Our Commitment

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.

Start a Partnership Today

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.

Get in Touch