Intelliplan Financial
About the Business
At Intelliplan Financial, we believe that making smarter financial decisions leads to a better life. Specializing in holistic retirement income planning, we guide individuals over 50 through the complexities of retirement to ensure they can enjoy their best life without the fear of running out of money.
Our Approach:
For many, retirement income planning is a daunting task filled with potential pitfalls. The wrong decisions can lead to financial instability and the unwelcome necessity of returning to work. At Intelliplan Financial, we simplify this process by educating our clients with a holistic approach. This method empowers them to make informed decisions, coordinate all critical areas of retirement income, and ultimately live a better life.
Why Choose Intelliplan Financial?
- Expert Guidance: Unlike many financial advisors who focus solely on asset accumulation, we specialize in the distribution phase of retirement planning. Our expertise lies in navigating the descent into retirement, ensuring your assets work collectively towards your goals while minimizing inefficiencies.
- Holistic Planning: We optimize all your assets to create a cohesive retirement income plan. Our approach is designed to reduce stress and confusion, making the transition into retirement seamless.
- Personalized Service: From an initial consultation to creating a custom retirement income plan, we provide step-by-step guidance tailored to your unique financial situation and goals.
Our Process:
1. Initial Consultation: We start with a brief discussion to understand your concerns and determine if we’re a good fit.
2. Financial Questionnaire: We delve deeper into your financial standing, future aspirations, and key priorities.
3. Customized Plan: Based on your inputs, we craft an easy-to-understand holistic retirement income plan.
4. Review and Implementation: We walk you through the plan, address your questions, and outline the next steps for implementation.
At Intelliplan Financial, we recognize that proper education is crucial. Many people are not fully informed about how retirement income planning works, leading to anxiety and poor financial decisions. Our simplified holistic approach aims to alleviate these worries, enabling you to enjoy a financially secure retirement.
Educational Resources:
We offer a variety of educational tools, including webinars and financial tips, to help you navigate the three biggest dangers in retirement and build generational wealth.
Complimentary Consultation:
No one likes being sold something. Our consultations are designed to be educational, allowing you to learn more about us and get all your questions answered. We also coordinate with your current advisor to integrate their work into a comprehensive retirement income plan.
Photos
Location & Phone number
670 Morrison Rd #210, Gahanna, OH 43230, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
Closed
Saturday:
Closed
Sunday:
Closed
Reviews
"Have been working with Intelliplan Financial and Joe since 2014. The whole team is knowledgeable and their advice has always been on point for my family and I. Just today, a simple call to ask a question ended up turning into a conversation on how to use my current wealth to my advantage, the outcome of which literally changed my life. Wonderful people to work with."
"I have been a client of Intelliplan Financial for several years and Joe Overfield and his staff have always provided excellent service. He has great knowledge and expertise in asset management and protection with strategies that are quite helpful in avoiding the pitfalls of dramatic swings of the market."
"Joining Intelliplan Financial has been one of the best moves I've made. I've de-risked much of my portfolio, and have become my own banker, loaning myself money (nice to pay the interest to myself!) while the guaranteed cash value grows. Joe Overfield and his staff are terrific. I'm so grateful for their guidance, and the peace of mind they've given me. Thanks, Joe!"
"I’ve been working with Joe for over 10 years. When my husband passed away a few years ago, he was so helpful in helping me work through all of my options concerning the money I received in death benefits. I so enjoy talking with him for my review every 6 months or so. It gives me great peace to know my financial future is as secure as it can be as I approach retirement in the next 4-5 years. I was asked to help him develop his legacy notebook which I have found to be so valuable. After having to pull all of that information together after my husband’s death, I now have it all centralized for my kids when they need it in the future. I highly recommend Joe and his team!"
"Joe and his staff at Intelliplan Financial are all about professionalism. We have been working with Joe for 8 years and find that his services are second to none. Wether we send an email or make a phone call, Joe and his staff are prompt and very courteous. My husband and I now rest comfortably every night as Joe has set us up for a very nice retirement. If you are in the market for a financial planner, I would highly recommend Intelliplan Financial"
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