What We Offer
Investment Management
Your investments should support the life you want, working in coordination with your taxes, your income needs, and your long-term vision. At Intentional Wealth Planning, we build portfolios grounded in asset allocation, diversification, and disciplined risk management, while keeping costs low and the strategy simple. We partner with top-tier managers, work to manage volatility, and serve as the steady, trusted guide who helps you stay disciplined through changing markets. Your investment management is only as strong as the financial plan it supports, so every portfolio is designed to connect with your complete picture.
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Tax Planning
Thoughtful tax planning puts you in greater control of your tax outcome and helps you keep more of what you earn. We treat tax planning as a year-round foundation of your overall strategy, working to lower your lifetime tax liability so more of your money is available for your family, your goals, and the causes you care about. We coordinate decisions around income, investments, and withdrawals so they work together over time. The result is a tax-efficient plan that keeps your money aligned with what matters most to you.
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Estate and Legacy Planning
Estate planning brings clarity and intention to how your assets are protected and passed on to the people and causes you love. We’ll help you understand what you have, decide who you want to receive it, and prepare for life events like incapacity, while working with your legal advisor to keep your wills, trusts, and beneficiary designations so they remain aligned with your broader plan. We revisit these details every few years so your plan continues to reflect your wishes as life changes. The result is a clearer, more organized plan that supports your loved ones and transfers your wealth in a way that honors your intentions.
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401(k) Planning
Your 401(k) is one of the most powerful tools you have for building retirement wealth, and it deserves a strategy that matches your bigger picture. Many people accept the default options inside their employer plan and leave real opportunity on the table. At Intentional Wealth Planning, we help you understand what your plan allows, explore options like a Self-Directed Brokerage Account (SDBA), and align your investment choices with your goals and risk tolerance. The result is a workplace retirement plan that works as an active part of your overall strategy, giving you more clarity and confidence about the future you are building.
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