Check out this interview that Zac Larson had with Scott "Shalom" Klein, Ed.D. about the Solstice Century ride. Stay tuned for our July blog which will share more details after the event. Thank you, Shalom, for the interview! https://lnkd.in/gyZXY8Sf #ShalomKlein #IntentGen #SolsticeCentury #Fundraiser #Fundraising #Bikes #BikeRide #Naperville
IntentGen Financial Partners
Financial Services
Naperville, Illinois 271 followers
Plan Intentionally. Live Generously.
About us
Plan Intentionally. Live Generously. These phrases have guided CEOs and Wealth Advisors Zac Larson & Corey Schmidt for over 40 combined years, with their clients & in their personal lives. It has been the cornerstone of their practice & is the inspiration for their name – IntentGen Financial Partners. By empowering people to make wise financial decisions, IntentGen helps clients plan intentionally & live generously in order to maximize the impact on their families & their communities. Our Mission Empower people to make intentional financial decisions to live with greater purpose. Our Vision To be servant leaders by putting our values into play each day. We envision a world where people feel unrivaled confidence & positivity about their financial decisions as they make an intentional difference - for their family, future generations, and their community. Disclosure: IntentGen Financial Partners may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under the “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. IntentGen Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies. Securities offered through Purshe Kaplan Sterling Investments(“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY. PKS, Thrivent Advisor Network, LLC, and IntentGen Financial Partners are not affiliated companies.
- Website
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http://IntentGen.com
External link for IntentGen Financial Partners
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Naperville, Illinois
- Type
- Partnership
Locations
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Primary
Get directions
1460 Bond St
120
Naperville, Illinois 60563, US
Employees at IntentGen Financial Partners
Updates
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Thank you Inc. Magazine for the recognition as a 2024 Best Workplaces honoree! 🏆 "Inc. Best Workplaces awards the company cultures that thrive in the face of adversity. Cultures that redefine the workplace and continue to enrich it. Cultures that foster employee growth and advancement at all levels. Cultures that make their company truly worthy of being named one of Inc.’s Best Workplaces.” We are so grateful for our team at IntentGen Financial Partners. #INC #BestWorkplaces #IncBestWorkplaces #IntentGenFinancial
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Happy 4th of July! We wish you all a safe and fun holiday weekend! #IntentGen #IntentGenFinancial #IntentGenFinancialPartners #Naperville #FinancialPartner #NapervilleIL
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Meet the team! Joseph Schmitt Advisor, Financial Planning Manager Specializes in: • Retirement income planning • Investment management • Wealth transfer • Tax efficiency strategies • Charitable planning About: • Illinois State University • B.A. in Finance and Marketing • Industry experience since 2007 #IntentGen #IntentGenFinancial #IntentGenFinancialPartners #Naperville #FinancialPartner #NapervilleIL
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Did you know we have a full glossary of financial terms on our website? They aren’t all as common as you think! Check out our glossary from A-Z. https://lnkd.in/d9hxQqiT #IntentGen #IntentGenFinancial #IntentGenFinancialPartners #Naperville #FinancialPartner #NapervilleIL
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9 Facts about Retirement • Many consider the standard retirement age to be 65. • Every day between now and the end of the next decade, another 10,000 baby boomers are expected to turn 65. • The 65-and-older population is one of the fastest-growing demographics in the United States. In 2022, there were 58 million Americans aged 65 and older. That number is expected to increase to 82 million by 2050. Want to read them all? Find the article here: https://lnkd.in/e9KCctwP #IntentGen #IntentGenFinancial #IntentGenFinancialPartners #Naperville #FinancialPartner #NapervilleIL
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Meet the team! Jeff DeCant CKA®, CLTC®, FIC Advisor Specialties: •Retirement income planning •Investment management •Wealth transfer •Tax-efficient financial strategies •Charitable planning Strengths & Skills: •Biblical Stewardship •Empathetic to client’s changing needs •Volunteering #IntentGen #IntentGenFinancial #IntentGenFinancialPartners #Naperville #FinancialPartner #NapervilleIL
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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. Let IntentGen help simplify your personal finances. IntentGen.com #IntentGen #IntentGenFinancial #IntentGenFinancialPartners #Naperville #FinancialPartner #NapervilleIL
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IntentGen Financial Partners reposted this
Meet the man behind the idea 🚴🏼💡 Zac Larson Solstice Century is hosted by Zac Larson, father of 4, avid cyclist and business owner. Over the past six years, Zac has spoken with many people about his bike riding. During that time, many people have said to him, “Oh, I could never do that.” As a result, he decided to provide the opportunity for others to experience the fun and the impact an accomplishment of this significant physical challenge can have. Even more, it gives riders a chance to work together and be part of something much bigger than themselves, which will have an incredible impact on local charities and the countless individuals they serve. #SolsticeCentury #SolsticeRide #BikeRide #Bikes #Cycling #Bicycles #MidwestBiking #Biking #Fundraiser #Fundraising
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Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Contact us today if you need help making sure you will be ready for retirement! #IntentGen #IntentGenFinancial #IntentGenFinancialPartners #Naperville #FinancialPartner #NapervilleIL
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