A Focus on Continuity
As a third-generation, family-owned-and-operated firm, we have a strong intergenerational mindset. This means we understand your current needs, as well as what you want as your legacy. As a result, the financial strategy we create with you supports your current situation, while taking care of future generations. And once that plan is in action, you can feel more confident. We handle everything, from market analysis, to portfolio balancing, and more.
Ensuring Flexibility and Communications
A large part of our successful partnership with you rests on two factors: a versatile plan and consistent communication. Let’s face it -- change is the only constant. This means the financial plan we develop with you considers economic and market dynamics. It also concerns shifts in your lifestyle. Additionally, we’re here to reduce your investment stress. We do this by maintaining ongoing contact with you. We also actively encourage you to reach out to us with any concerns or questions.
Starting Your Career
Growing Your Wealth
Funding Your Retirement
Planning Your Legacy
One-of-a-Kind Solutions
At InterGen, we like cookies. But we don’t like the cookie-cutter approach to financial planning. Here’s what this means. First, we work with you to develop a customized tailored financial plan, one that is in line with your values, goals and objectives. Second, we ensure that your plan is flexible, one that grows and changes in tune with change in your life and external factors. Finally, we address the investment worry you may have. As an InterGen partner, you can be confident that our financial professionals, products and services are building and managing a portfolio that meets your current and future situation, while protecting subsequent generations.
What Is a 1035 Exchange?
Six Surprising Facts About Retirement Confidence
