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
As healthcare costs continue to rise, choosing the right insurance remains a critical component of any financial plan. These choices become even more important in retirement because your decisions can have lasting, and expensive consequences. Most Americans expect Medicare to cover their healthcare expenses in retirement. However, it’s estimated that Medicare only pays about 60% of current retirees’ medical expenses. By understanding the limitations of Medicare and how to mitigate those limitations, you can determine...
Over the years, I’ve learned that even wealthy individuals view filing for Social Security as an arduous task. To help alleviate some the anxiety, I will discuss some misconceptions and offer guidance on how to get the most from your hard-earned retirement benefits. Myth: Social Security won't be around. While your contributions go to current beneficiaries, Social Security continues to be replenished by working Americans. It’s also earning interest on its bond portfolio and income...
