Our Services

Intentional Guided Planning

Your preferences, goals, and resources vary according to whether you are just starting out, in the middle of your career, or ready to retire. That’s why our financial advisors customize your intentional financial plan just for you, at your current stage of life.

Guided Wealth Portfolios

Invest for your future today with our new, online platform that combines the benefits of a personal financial advisor with sophisticated technology. You get the Intentional Wealth Advisors experience and expertise with the added convenience and transparency of an automated investing solution.

Financial Planning

What does your model retirement look like? Tell us about that, and then put us to work to address your goals with a customized Wealth Vision Financial Plan. Not perfectly or definitively, but intelligently and with purpose.

We also advise clients on issues relating to…

  • How to Fund a College Education for Your Children

  • Choosing Investment Vehicles Appropriate for You

  • Socially Responsible Investing

  • How to Fund a Big Purchase

  • Required Minimum Distributions (RMDs) to Charities

  • How to Fund Long-Term Health Care

  • How to Fund a Comfortable Retirement

  • Retirement Plans for Employers & Employees

  • Tax Management

  • Insurance

Let’s start the conversation. Call 231-933-0846 or click here.