Question 1

What is the company's mission?

Accepted Answer

The company's mission is to provide coordinated, cross-disciplinary financial planning services to help clients achieve their financial goals and have greater confidence and clarity in their financial plan.

Question 2

What services does the company offer?

Accepted Answer

The company offers a range of services, including annuity, long-term care insurance, life insurance, and disability income insurance. They also provide resources such as articles, calculators, flipbooks, newsletters, and a tax library.

Question 3

Who is the company's founder?

Accepted Answer

The company was founded by Daniel Crumpacker, CFP®, CEPA®, who is a Certified Financial Planner and Certified Exit Planning Advisor.

Question 4

What makes the company's approach unique?

Accepted Answer

The company takes a global, cross-disciplinary approach to financial planning, looking at the client's entire financial situation rather than just individual aspects. This allows them to identify coordination gaps and missed financial planning opportunities.

Question 5

How can clients request more information?

Accepted Answer

Clients can request more information by filling out the "Information Request" form on the company's website, which covers annuities, long-term care insurance, life insurance, and disability income insurance.

Intentional Advisors

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About Intentional Advisors

Frequently Asked Questions about Intentional Advisors

What is the company's mission?

What services does the company offer?

Who is the company's founder?

What makes the company's approach unique?

How can clients request more information?

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