Your Success isOur Intention.
Professional Guidance. Real Solutions. Individual Attention.
Live More.Worry Less.
Retiring comfortably is the intention of every American. And it’s a cause for serious concern, as retirement planning becomes increasingly more complex. For this reason, we believe the most important gift a financial planner can help provide is peace of mind. The confidence in knowing your financial plan is properly developed and executed based on what truly matters – your values and your goals.
Founded in 2021, Intentional Wealth is a full-service, independent financial advisory firm serving retirees, those nearing retirement and those working to position themselves for retirement.
Our intention is to take the worry out of retirement planning. As your fiduciary, we prioritize your interests, providing regular and transparent communication to keep you updated on progress, and will advise you as opportunities for adjustment arise. We focus on the details, because we think your focus should be on living more.
Financial Planning
This is where it all starts. We all hope to achieve financial security and sound planning. At Intentional Wealth, we’ll partner with you to develop a dollar-specific, time-defined strategy to help achieve your goals at your pace, while maintaining the flexibility to evolve as your life does.
Wealth Management
Our approach is straightforward: Goals > Plan > Portfolio. While some financial planners see clients only in terms of their portfolios, we believe the portfolio must serve the plan, and therefore, you. A plan dictated by your goals, as individual as you are, and directed toward your success.
Insurance
To use a football analogy, insurance is the defensive side of your financial game plan, balanced against your offensive strategy of investments. We provide solid insurance solutions for life, disability and long-term care coverage, so, defensively, you’re prepared for the financial impact of the unexpected.
Meet Your Team.
Our team strives to empower individuals and businesses with goal-based financial planning to help enable our clients to live financially enriched lives.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Our Mission.
Our mission is to empower our clients with expert knowledge and professional guidance, to have a positive impact on their financial well-being through data-driven, goal-based financial planning. Matthew 6:21 states: “For where your treasure is, there your heart will be also.” We take the same approach to financial planning, assisting our clients with aligning their treasure with their heart.
Make It Your Intention to Call Us for a Complimentary Consultation.
You’re welcome to visit our office at your convenience, or, if you prefer, we can talk by phone or video. We want you to be comfortable as you take the first step.