RETIRE INTENTIONALLLY
STORIES AND STRATEGIES TO SPEND, GIVE, AND LIVE WITH CONFIDENCE
Retiring intentionally and meaningfully is possible. No longer do you need to stand idly by, confused and intimidated by the various plans you have put into place for your later years. No longer do you need to wonder about the best routes to take to maximize your investments and assets. 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
Retiring intentionally and meaningfully is possible. No longer do you need to stand idly by, confused and intimidated by the various plans you have put into place for your later years. No longer do you need to wonder about the best routes to take to maximize your investments and assets. When you learn how to make the most of your money to make the most of your life, giving to others as you give to yourself, that is retiring intentionally.
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.
Contact
Disclosures
Investment advisory services offered through Thrivent Advisor Network, LLC., a registered investment adviser and a subsidiary of Thrivent. Clients will separately engage a broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network ADV Disclosure Brochure and Wrap-Fee Program Brochure for a full description of services, fees, and expenses. Thrivent Advisor Network LLC advisors may also be registered representatives of a broker-dealer to offer securities products.
Thrivent Advisor Network and its advisory persons do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Advisory Persons of Thrivent Advisor Network provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. IntentGen Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies. Information in this message is for the intended recipient[s] only. Please visit our website www.intentgen.com for important disclosures.
Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and IntentGen Financial Partners are not affiliated companies.