Intrinsic Financial Design Group

Intrinsic Financial Design Group

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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. Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with

06/08/2026

June's Thoughtful Third Thursday is coming soon!!!

This month’s webinar will focus on College Planning Essentials by taking a look at the fundamentals of 529 college savings plans.

We will give an overview of 529 accounts, key features and benefits. As well as walk through 529 investment options, strategies to optimize your savings plan, and how to use your 529 account for qualified education expenses.

Register Here: d373197a-1776-4538-9d48-3636b4778d55@3f5d403d-ccae-48a1-8212-f5d4349c6cc7" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/d373197a-1776-4538-9d48-3636b4778d55@3f5d403d-ccae-48a1-8212-f5d4349c6cc7

Please pass this event along, we want this to be a resource for our friends and clients and those that they care most about.

We hope you will join us!

06/04/2026

"Save the Date!!

Our Annual Client Appreciation BBQ will be in Windsor on Tuesday July 28th 2026 from 4-630 pm.
🍔🌭

Invites coming soon!! 🌞🕶️🍉

Photos from Intrinsic Financial Design Group's post 05/19/2026

Don’t forget to register and to join us for this week’s Thoughtful Third Thursday!!!

This week’s cool rainy weather makes it the perfect time to curl up and watch an insightful webinar featuring your favorite advisors, Jess and Sophia; who will share essential strategies for protecting yourself against fraud.

Please pass this event along, we want this to be a resource for our friends and clients and those that they care most about.

When: May 21, 2026
Time: 12 PM-1 PM
Where: Wherever you are!

Register here: f562cb21-8468-437d-b757-35257b05671e@3f5d403d-ccae-48a1-8212-f5d4349c6cc7" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/f562cb21-8468-437d-b757-35257b05671e@3f5d403d-ccae-48a1-8212-f5d4349c6cc7

We hope to see you there!

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Telephone

Address


4645 18th Street, Suite 300
Greeley, CO
80634

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 3pm