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
Plan Intentionally. Live Generously.
It's time to bring your financial plan to life. Connect with our team to get started.