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We Have Moved!

You can now find us at 4645 W 18th Street, Suite 300, Greeley, CO, 80634. Our phone number remains (970) 353-8800 and email addresses also remain the same. Click below for a link to directions to the new office, we look forward to seeing you soon!

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Intrinsic (adj.): belonging naturally; essential

Collaborative Financial Services

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About Intrinsic Financial Design Group

We focus on planning first so we can be with you at every step of your unique journey.

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Options for an inherited IRA or employer retirement savings

You’ve inherited an IRA or employer retirement plan account. Now what? Learn your options and tax considerations.
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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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The goal isn't more money. The goal is living life on your terms.


-Will Rogers

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