RETIRE INTENTIONALLLY
STORIES AND STRATEGIES TO SPEND, GIVE, AND LIVE WITH CONFIDENCE
Retiring intentionally and meaningfully is possible. You don’t have to feel overwhelmed by complex plans or uncertain about how to maximize your investments. When you align your money with your values—spending wisely, giving generously, and living fully—you retire with purpose. READ MORE
MEET THE AUTHOR
ZAC LARSON
Zachary Larson has dedicated over two decades to improving his clients’ lives and growing a company that positively impacts the community. Guided by a philosophy centered on purpose and service, Zac chose a path divergent from conventional norms, prioritizing thoughtful, client-focused financial partnerships.
His career began with Thrivent Financial, where Zac and his business partner, Corey Schmidt, found a platform to align their professional pursuits and personal values. Zac and Corey co-founded IntentGen Financial Partners in 2018 with the goal of delivering more value to their clients, team, and community. Their specialized brand of financial planning, asset management, and community engagement enables them to live out their mission of empowering people to live intentionally.
Zac’s current roles focus on enhancing IntentGen’s culture and brand while also building client and community relationships. His client-facing expertise supports the company’s process to help strategize and maximize plans for retirement income, investment management, wealth transfer, tax efficiency, and charitable giving. His leadership goals are to create opportunities for employees, clients, and the community to live intentionally, grow purposefully, and experience the joy of living generously.
Beyond his professional endeavors, Zac finds fulfillment in his role as a husband to Kristin, whom he married in 2003, and as a father to their four teenage sons. He actively engages in his community, serving on non-profit boards and coaching his sons’ basketball teams. Zac recharges by golfing, scuba diving, skiing, cycling, and traveling. Through his multifaceted pursuits, Zac is committed to fostering a legacy of intentional and generous living that he strives to pay forward every day.
SPEAKING
Zac has informed and encouraged audiences from the dozens to the thousands to live intentionally. If you think he’d be a good fit for your group, please contact us below.
Ideal audiences:
- Companies that have a lot of soon-to-be retirees
- Groups that have a lot of recent retirees
- Small business organizations
- Financial advisory firms
The Book
Through real client stories and the proven strategies of IntentGen Financial Partners, this book offers practical insights and processes to help you spend, give, and transition into retirement with clarity and confidence
The Retire Intentionally concept was birthed from years of client conversations and Zac’s commitment to understanding and developing personal retirement plans that best serve intentional living. It moves away from traditional recommendations, integrating the dreams and goals of the almost- and new retiree as it examines the trajectory and likelihood of their current plans and where strategies may need to be realigned.
The stories of real people who have made thoughtful, generous, and intentional financial decisions peppered throughout these pages will inspire you to reexamine the plans you have made for your golden years with new information and possibilities. Combining these client accounts with IntentGen Financial Partners’ strategies provides you with perspectives and processes that increase your ability to spend, give, and live with confidence during your retirement transition.
PODCAST INTERVIEW:
The “I Hate Budgets” Retirement Plan: Retire Intentionally with Zac Larson
Contact
Disclosures
LNS Operations, LLC DBA IntentGen Financial Partners is a registered investment adviser. Advisory services are only offered to clients or prospective clients where IntentGen Financial Partners and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by IntentGen Financial Partners unless a client service agreement is in place.
Securities offered through Purshe Kaplan Sterling Investments. Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and IntentGen Financial Partners are not affiliated companies.
LNS Operations, LLC DBA IntentGen Financial Partners does not provide legal, tax, or accounting advice. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation. Advisor is not a licensed attorney and legal advice is not part of any engagement for financial planning or estate planning services.