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- Custodian
- American Funds · Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-05-2020
- Office Locations
- 1
Office Locations
About Intentional Retirement, LLC
Intentional Retirement, LLC is an Omaha-based retirement planning and wealth management firm led by financial planner and longtime columnist Joe Hearn. The practice focuses on helping people prepare for and live through retirement by pairing holistic financial planning with asset-allocation portfolios built primarily with public funds and ETFs. A differentiator for distribution is its active education platform, publishing weekly retirement articles and toolkits.
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Investment Themes
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Owner & Executives
JOSEPH ROBERT HEARN
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #2647240
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $150,000,352 | $322,581 |
| Total | $150,000,352 | $322,581 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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