Intentional Legacy
a community of Intentional Living FP
Financial Planning For Retirement And Generational Impact
Why Intentional Legacy?
You’ve worked hard to accumulate your wealth. We help you use the wealth you’ve earned so you can live the life you desire.
Investment Management
Medicare & Insurance Planning
Legacy & Estate Planning
Pension Elections
Required Minimum Distribution Planning
Tax Planning
Real Estate Strategy
Coordinate With Your Other Professionals
Social Security Strategies
Retirement Income Optimization