Intentional Wealth P.L.A.N.
THE PATH TO FINANCIAL CLARITY
You know you're ready for "what's next" but financial language is foreign and you don't know which way to turn...you're not alone! Education and partnership is key to our Wealth Plan being a success.
Our Intentional Wealth Plan is a personalized financial planning service designed to help you work toward financial independence, optimize your wealth, and preserve your legacy.
We utilize our proprietary P.L.A.N. Framework to evaluate up to five key financial elements tailored to your unique situation, helping you develop a structured roadmap for long-term financial confidence.
🗨️*"Melissa and Norma Jo have taken my financial goals from confusing and foreign to understandable and manageable. They’ve done an excellent job caring for my accounts and are always available to help!" – Tracy H..
THE P.L.A.N. FRAMEWORK
Prepare • Learn • Act • Nurture
P — Prepare
Evaluate your full financial picture, identify gaps, & clarify what matters most.
L — Learn
Discover the strategies, tools, and processes that best support your goals.
A — Act
Implement your personalized plan with clarity, support, and expert guidance.
N — Nurture
Sustain and evolve your plan with ongoing reviews and education (including The Wealth Club for continued learning and support).
5 KEY FINANCIAL ELEMENTS
Retirement Planning
Know when you can retire with confidence, create strategies for tax-free income, and organize your assets for efficient distributions that minimize taxes.
Investment Management
Align your portfolio with your goals, adapt to market changes, and balance growth with protection so your money works as hard as you do.
Cash Flow
Optimize savings, balance taxable vs. tax-free income, and visualize how your money can provide for the life you've earned.
Risk Management & Insurance Planning
Minimize risk for your family, your future, and the legacy you want to leave behind.
Estate & Legacy Planning
Seek clarity and confidence by mapping your assets, coordinating with your attorney, and designing a tax-efficient transfer of wealth to the people and causes you love.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER®, in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
More information about LPL Financial
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HAMPTON WEALTH MANAGEMENT
741 N Main Street Ste 115, Spearfish SD 57783
605-559-1200