Philosophy

We choose to live life with intent.

Intent Planning Group is a collaborative group of experienced professionals who work to optimize your current and future financial goals. We work with you to develop and execute a plan based on your financial hopes and wants. And we like to have fun along the way!

We work with clients to ensure their plans – wealth accumulation, business exit planning, farm succession, estate planning – are built with a solid understanding of each individual’s current situation and ultimate goals. We work with and educate our clients so they are empowered to make financial decisions they are comfortable and proud of.

It is our belief that intent means planning and ultimately succeeding. Let us be your Intent. Connect with us today and put us on your team.