4645 18th Street
Intrinsic Financial Design Group is a team of financial professionals working together to create a financial plan tailored to your individual situation and built around your intrinsic values. Life changes, the unplanned happens; we stay by your side so you can live your best life. Today, Tomorrow, Together.
Stephen (Steve) Waechter started our financial planning practice in 1980. He was driven to join the insurance and financial industry after seeing his mother be taken advantage of by a life insurance company after the sudden and tragic death of his father due to an accident. He read every financial book he could get his hands on at the time and officially became licensed and joined the industry in 1980 with the vision of protecting and educating regular people about insurance and finance; he never wanted to see any other people put in the situation his mom was put in.
Sophia Lanting, Steve's daughter, began working with Steve formally in 2007 after being immersed in the financial planning culture her entire life. She shares the same passion that Steve does to educate and collaborate in order to make sure people are using their means as efficiently as possible to live by their own values. Sophia took over the lead role in 2018 as Steve chose to step back and begin the transition to retirement. Also in 2018, we decided to use the name Intrinsic Financial Design Group to provide the practice with continuity in marketing as time passes and leadership roles evolve. Every person associated with Intrinsic Financial Design Group is carefully selected so that their values match the values associated with our practice rooted in long lasting relationships and collaboration.
We are a predominantly woman financial planning firm, a rarity in this industry, with 4 female Wealth Advisors and we continue to grow. As a robust group of genuine caring professionals focused on collaborating with you to identify your values and walk with you through life's ups and downs. In 2020 we partnered with West Ridge Accounting because we recognize the importance of working closely with all of the professionals in our clients' lives'. Whether you need complex financial planning, an exit strategy from a small-business, a new employer-sponsored retirement plan, are navigating a recent divorce or family member death, or are a young adult just starting out, we have an advisor to fit your situation and walk with you as you navigate the road of life. Today, Tomorrow, Together.
From left to right: Erik Olthof, Samantha White, Sophia Lanting, Patti Dimmer and Sharon Gabriel
Founding Partner, Wealth Advisor
970-353-8800 x 801
Partner, Wealth Advisor
970-353-8800 x 803
970-353-8800 x 800
Traditional, Roth and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.
Employees want more than a paycheck; they want a competitive benefits package. We can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs and more.
Whatever your financial planning needs – from developing an investment strategy, to planning for retirement, to evaluating your risk management needs – we can help.
Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan.
Identifying your retirement strategy includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. It is a living, growing organism that we work together to maintain.
Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and after death.
Our first priority is helping you take care of yourself and your family. Supporting and being involved in our community and the communities of our clients is something in which we take pride. Here are a few of the ways we stay involved:
The miniature horses with Whispering Hearts provides therapy to so many and we are proud to help further their mission.
We are an annual sponsor for the Stone Soup Supper that supports families and individuals in Weld County.
We are an annual sponsor for the Silver Bells luncheon for Senior Citizens in Weld County.
We are a proud annual Gold Spur Sponsor for the long standing Greeley Stampede.
The Buskirk family from Nebraska races in many regional races through out the season, and we are proud to be their corporate sponsor.
We are a corporate sponsor for 60+Ride who provides transportation services for individuals who are 60 and older to help maintain their independence.
The Success Foundation sponsorship connects students in Greeley and Evans with innovative teaching methods, additional curriculum, and new programs.
We support the Union Colony Children's Music Academy with a corporate lunch sponsorship for their annual Golf Tournament at Greeley Country Club.
We proudly support the Greeley Chorale each season and for their Pops and Pasta event.
We create strategies that are tailored to your needs and goals.
In additional to personal and household financial planning, we also offer planning services for your business.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Commonwealth Financial Network is not affiliated with any other entities referenced.