IntentGen Financial Partners

Happy Father’s Day from our family to yours!

Add Retire Intentionally to your summer reading list!

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.

Get your copy: https://www.intentgen.com/retire-intentionally

A Spotlight on Good
From Intention to Impact

At IntentGen Financial Partners, we believe financial planning isn’t just about building wealth, it’s about creating the confidence to live generously and make an impact where it matters most.

That’s why we’re proud to support and highlight organizations like Bridge Communities, Inc.

Bridge Communities is a dynamic, grassroots, non-profit organization committed to transforming the lives of families facing homelessness through partnering with talented, resourceful individuals and groups in our community. Our program of housing, mentoring, and empowering families focuses on moving them towards a goal of self-sufficiency and serves 100+ families every year.

Bridge Communities has a Pickleball tournament fundraiser coming up on Saturday, August 1st!

As you think about your own financial goals, consider how generosity might play a role, whether it’s supporting an organization like Bridge Communities or a cause close to your heart. Purpose-driven planning can open the door to impact that goes far beyond numbers.

Learn more about our community partners: https://www.intentgen.com/generosity



Bridge Communities is neither endorsed by nor affiliated with Thrivent Advisor Network and IntentGen Financial Partners.

IntentGen was proud to be a Silver Sponsor of the May 2nd Feed My Starving Children Gala, with Ashley Holum attending on behalf of our team.

Together, this incredible event raised more than $1,081,500 — enough to provide 10,217 children with a daily meal for an entire year.

We’re honored to support an organization creating meaningful change and bringing hope to communities around the world. 💙

IntentGen Financial Partners Named to Inc.’s 2026 Best Workplaces List

The list, which can be found at Inc.com, honors American companies that have built exceptional workplaces and vibrant cultures that support their teams and businesses, whether in-person, remote, or hybrid.

The award is the result of comprehensive measurement and evaluation of hundreds of applicants. The process involved a detailed employee survey conducted by Quantum Workplace, covering critical elements such as management effectiveness, perks, professional development, and overall company culture. Each company’s benefits were also audited to determine the overall score. IntentGen is honored to be included among the 507 companies recognized this year.

“This year’s Best Workplaces list goes beyond great company culture–it highlights companies making meaningful and sustained investment in their employees,” says Bonny Ghosh, editorial director at Inc. “Even in a labor market that favors employers, these companies understand that an intentional and authentic commitment to their teams drives stronger employee retention, engagement, and ultimately, a stronger business overall.”

We are proud to have received this recognition in 2023, 2024, 2025, and 2026! Thank you to our team for making this happen!

The solution to end homelessness | DuPage Pads Helping people obtain a place to call home - DuPage Pads provides interim and permanent housing and support services to end homelessness.

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Check out photos from past years Solstice Century Fundraiser ride! 🚴‍♂️

There is still time to get involved in this year’s ride on June 19th!

Learn more at SolsticeCentury.com

May we remember those who made the ultimate sacrifice for our freedoms.

Based in Naperville. Working nationwide.

No matter where you are, we can connect virtually and support your financial goals.

Start the conversation today.
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