Intelliplan Financial streamlines and simplifies the complex and twisted financial marketplace of retirement. Intelliplan has a simple, tested methodology for financial success and wealth preservation. Whether you are age 30 or age 59, we can ensure your financial goals are met. Intelliplan will set you on the path to financial success, in business, retirement, and all of life's little moments.
Work with a financial advisor that understands your wants. Asset Management and Investment Advisory Services offered through Guardian Pointe Private Wealth Management LLC., a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / Toll Free 844-944-1044.
Work with a financial advisor that understands your wants. Asset Management and Investment Advisory Services offered through Guardian Pointe Private Wealth Management LLC., a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / Toll Free 844-944-1044.
Services
About
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Intelliplan Financial is an independent financial planning firm located in Columbus, Ohio and founded by Joe Overfield. After spending 7 years in the planning industry, Joe recognized the need and developed a specific planning firm dedicated to specializing in "foundational" financial planning.
Foundational planning concentrates on the portion of one's portfolio that requires safety, liquidity, and guarantees in any economic environment no matter the condition of the markets.We are dedicated to educating our clients to make informed financial decisions and guiding them along the path to-and through-retirement and providing guaranteed income for life.
Foundational planning concentrates on the portion of one's portfolio that requires safety, liquidity, and guarantees in any economic environment no matter the condition of the markets.We are dedicated to educating our clients to make informed financial decisions and guiding them along the path to-and through-retirement and providing guaranteed income for life.
Retirement
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The key to any successful retirement plan is having the right process. Our team takes a comprehensive approach to retirement planning and create customized foundational retirement plans that teach our clients how to prepare for any economic environment. First, we listen to our clients to understand their unique and specific objectives and get a clear picture of their current financial situation and their retirement goals.
Investment Management
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Intelliplan creates individualized investment strategies for each unique client to build a portfolio that is both fruitful and meaningful. It is our focus on your individual strengths and passions that forges our investment plans.
Just as in their personal wealth, we help our clients maximize the value within their businesses, including meaningful and actionable customer segmentation, proposition design, pricing structure reviews, cost-to-serve assessment and optimization, and the appropriate leverage of technology to drive business improvement.
Just as in their personal wealth, we help our clients maximize the value within their businesses, including meaningful and actionable customer segmentation, proposition design, pricing structure reviews, cost-to-serve assessment and optimization, and the appropriate leverage of technology to drive business improvement.
Life Insurance
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Everyone deserves a secure financial future and that's why life insurance is so important. Whether you're just starting out or you're getting ready to retire, a life insurance policy can help you give your family financial peace of mind if you are no longer there to provide for them. The trouble is choosing from the myriad of options.
Tax Planning
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Many people are surprised by their retirement tax bracket. By the time retirement plans, pensions, executive bonuses, investments, Social Security and any other benefits start accumulating, it can unintentionally spike ordinary income to a higher tax bracket. Required minimum distributions can sometimes cause havoc here too.
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