Retirement Planning
We work with clients to help them implement intentional strategies before and during retirement.
Intentional Living. Confident Living.
You’ve worked too hard to risk sabotaging your retirement by doing it yourself. We will help you avoid the pitfalls of a DIY retirement. As your advisors, we will help you make intentional and informed decisions so that you can feel confident about your financial future.
If you’d like to learn more about who we serve, click here.
Our Services
Investment Strategies
Investment and tax strategies provided by our Chartered Financial Analyst.
Sustainable Investing
Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria.
Empowering You In Retirement
Providing Confidence
Expertise
Intentionally Applied
Our advisors focus on retirement planning to help you achieve your retirement goals.
Raymond James
and Intentional Wealth Strategies
Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.
About Us
Intentional Wealth Strategies is a financial advisory firm headquartered in Colorado Springs, Colorado. We offer custom investment management strategies and financial planning services, focusing primarily on retirees and those approaching retirement. We are passionate about giving our clients the confidence to enjoy this exciting next step in life!
Together
We Reach Farther
The complexities of the financial world require sophisticated investment solutions and a dedicated team to help keep you on track. When it comes to managing your retirement and investments, our team can help guide you through today’s challenging financial landscape with professional skill and expertise. Our client-focused approach puts our clients and their needs first!
Blogs
Thinking about retirement? Check out our flow chart to learn more about how your healthcare may change in retirement.
Retiring early? If you retire early should you purchase health insurance through the health insurance marketplace? Check out our flowchart to learn more.
