Transforming Lives. One Student at a Time.
At IntelliPlan Financial, we believe that retirement income planning shouldn't be complicated. We understand that planning for retirement can be overwhelming, which is why we offer a comprehensive approach to help you make smarter financial decisions and live a better life.
Our Mission
Our mission is to educate and empower individuals and families to make informed decisions about their financial future. We strive to provide a personalized and holistic approach to retirement income planning, ensuring that our clients feel confident and prepared for the next chapter of their lives.
Our Process
We've developed a simplified and structured process to help you achieve your retirement goals. Our approach involves four key steps:
- Discovery Meeting: We'll discuss your concerns and assess whether we're a good fit for each other.
- Design Meeting: We'll review your financial situation and create a personalized holistic retirement income plan.
- Delivery Meeting: We'll present and review your customized plan, addressing any questions or concerns you may have.
- Implementation: We'll guide you through the implementation of your plan, ensuring a seamless transition.
Our Expertise
Our team of experts has extensive experience in the field of retirement income planning. We specialize in creating customized plans that cater to each individual's unique needs and goals. Our expertise includes:
- Investment Management: We'll help you optimize your investment portfolio to ensure it aligns with your retirement goals.
- Tax Management: We'll identify opportunities to minimize taxes and maximize your retirement income.
- Life Insurance: We'll help you navigate the complexities of life insurance to ensure you have the coverage you need.
- Social Security Planning: We'll optimize your Social Security benefits to maximize your retirement income.
- Estate Planning: We'll help you create a will, establish beneficiary designations, and appoint powers of attorney to ensure your assets are protected and distributed according to your wishes.
- My Self Lending: We'll guide you through the process of using your home equity to secure a loan, providing a source of supplemental income in retirement.
- Bank On Yourself: We'll help you harness the power of tax-advantaged savings and investments to create a sustainable income stream in retirement.
Join the IntelliPlan Financial Community
Join our community of like-minded individuals who are committed to making informed decisions about their financial futures. Stay up-to-date with our latest news, industry insights, and market analysis. Together, we can navigate the complexities of retirement income planning and achieve our goals.
Expertise and Service
The reviewers have consistently praised Joe Overfield and his team at Intelliplan Financial for their expertise, professionalism, and excellent service. They have been working with the company for several years and have found their advice to be on point, knowledgeable, and responsive.
The team is described as being easy to work with, thorough, and honest, with a deep understanding of asset management and protection. They are able to explain complex concepts in a clear and concise manner, making it easy for clients to understand and make informed decisions.
Personal Touch
Many reviewers have noted the personal touch that Joe and his team bring to their work. They take the time to understand each client's individual needs and goals, providing customized solutions that are tailored to their specific situation.
The team is also proactive in reviewing clients' retirement plans and offering guidance and advice to ensure they are on track to meet their goals. They are responsive to phone calls and emails, and clients appreciate the ease with which they can schedule meetings and reviews.
Results-Oriented
The reviewers have seen positive results from working with Intelliplan Financial, including increased financial security, peace of mind, and the ability to "bank on themselves" and achieve their long-term financial goals.
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