Intentional Legacy
a community of Intentional Living FP
Financial Planning For Retirement And Generational Impact
Why Intentional Legacy?
You’ve worked hard to accumulate your wealth. We help you use the wealth you’ve earned so you can live the life you desire.
Intentional Legacy Specialized Services
Retirement Income Optimization
Investment Management
Required Minimum Distribution Planning
Social Security Strategies
Pension Elections
Tax Planning
Cashflow Forecasting
Legacy & Estate Planning
Medicare & Insurance Planning
Values | Goals | Decisions | Actions
As Featured In
Forbes
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NerdWallet
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Fortune
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InvestmentNews
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ThinkAdvisor
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Financial Planning Magazine
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Forbes • NerdWallet • Fortune • InvestmentNews • ThinkAdvisor • Financial Planning Magazine •
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Jim Crider, CFP®
I am a CERTIFIED FINANCIAL PLANNER™, and the message I tell the clients I work with is that my role is to guide— to live where my clients’ lives and money intersect so they can live the life they want to live. The money is simply a tool, a resource that is there to help you live the life you want.
When I’m not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, Arlo, & Adeleine, spending time with my wife, Kendra, or out on an adventure.
- Jim Crider