Financial planning
Plans annual goals, cash flow, and investment positioning.
Intentional Wealth Strategies
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About Intentional Wealth Strategies
Financial advising includes planning annual goals and cash flow, reviewing investment results, and adjusting investment positioning. The practice also provides tax planning, tax optimization, estate planning, beneficiary reviews, risk management, and investment management. Its services support individuals, families, small business owners, medical professionals, pre-retirees, retirees, high-earning professionals, endowments, and foundations. Multigenerational wealth planning is a specialty, alongside investment research and institutional investment management. Clients can work through an annual process focused on growing, protecting, and optimizing wealth, including tax strategy implementation and asset protection. Intentional Wealth Strategies serves clients in Colorado Springs, Colorado.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Tax and estate
Offers tax planning, estate planning, and beneficiary reviews.
Investment management
Provides investment research and management for individuals and instit
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