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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:

  1. Companies that have a lot of soon-to-be retirees
  2. Groups that have a lot of recent retirees
  3. Small business organizations
  4. 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.

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Disclosures

Retire Intentionally, related worksheets, webinars, podcasts, and website materials are educational and advertising materials of LNS Operations LLC DBA IntentGen Financial Partners and are not personalized investment, tax, legal, accounting, insurance, or financial-planning advice. Reading the book, downloading materials, attending a webinar, submitting a contact form, or receiving follow-up communications does not create an advisory relationship, and no advisory services are provided unless a client service agreement is in place. Investing involves risk, including possible loss of principal, and past performance, client stories, examples, projections, or illustrations do not guarantee future results. The book and related materials may include client or non-client stories that are illustrative only and may not be representative of any reader’s or client’s experience.