Working Together

Your Partners in Intentional Living

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.

Every IntentGen client has a dedicated:

Financial Advisor

to listen, guide, and direct your plan

Planning Coordinator

to assist with with organization and maximization of your plan

Service Coordinator

to help with action items to ensure your plan stays on track

Ways to Work Together

Work With Us

To deliver excellent service, we start with excellent care of our employees. Our employment benefits include:

401(k) match
Generous health care benefits
Team events
Paid holidays, vacation, and sick time
Regular training and education
Supportive, collaborative teamwork

Busy is Not an Excuse

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:

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 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

Be Innovative

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

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

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

You are Unique. So are Your Finances.

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:

Financial Planning
Charitable Giving Strategies
Helios Research Insights
Succession Planning
Investment Management
Hybrid RIA Services