About Intrinsic Financial Design Group
Our Story
Intrinsic Financial Design Group is a team of financial professionals working together to create a financial plan tailored to your individual situation and build 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 Waechter started a financial planning practice in 1980 at Waddell & Reed and continued as a solo practicioner until Steve's daughter, Sophia Lanting, formally joined him in 2007. They continued to work with individuals and multi-generational families, then in 2018 Sophia took over the lead role as Steve chose to begin the transition to retirement. Patti joined our practice in February 2015 after she and her husband decided to settle and build their family here in Colorado. Sharon joined the office in December of 2019 to help fill the need of our growing practice.
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.
Our Team
From left to right: Erik Olthof, Samantha White, Sophia Lanting, Patti Dimmer and Sharon Gabriel
Individual Retirement Plans
Traditional, Roth and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.
Business 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.
Financial Planning Services
Whatever your financial planning needs – from developing an investment strategy, to planning for retirement, to evaluating your risk management needs – we can help.
Gifting or Giving Strategies
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.
Retirement Strategies
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
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 Community
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:
Whispering Hearts Therapy
The miniature horses with Whispering Hearts provides therapy to so many and we are proud to help further their mission.
Weld Food Bank
We are an annual sponsor for the Stone Soup Supper that supports families and individuals in Weld County.
City of Greeley Festival of Trees
We are an annual sponsor for the Silver Bells luncheon for Senior Citizens in Weld County.
Greeley Stampede
We are a proud annual Gold Spur Sponsor for the long standing Greeley Stampede.
Buskirk Racing
The Buskirk family from Nebraska races in many regional races through out the season, and we are proud to be their corporate sponsor.
60+Ride
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
The Success Foundation sponsorship connects students in Greeley and Evans with innovative teaching methods, additional curriculum, and new programs.
Union Colony Children's Music Academy
We support the Union Colony Children's Music Academy with a corporate lunch sponsorship for their annual Golf Tournament at Greeley Country Club.
Greeley Chorale
We proudly support the Greeley Chorale each season and for their Pops and Pasta event.
Financial Planning
We create strategies that are tailored to your needs and goals.
Planning for your Business
In additional to personal and household financial planning, we also offer planning services for your business.
Our Resources
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.
