Guiding and Educating You Through Life’s Tough Decisions
Retirement Planning
Retirement planning today has taken on many new dimensions. Discover our new, more personalized approach to adding stability and reliability to your financial future.
401k, IRA Rollover
It's only a matter of time when you're faced with the decision of what you're going to do with your 401k/IRA. But before you decide, it's important to understand all your options.
College Planning
Paying for college appropriately is an important component to protecting your retirement savings. Our college savings strategies offer flexibility, plus advantages you won't find elsewhere.
Bank On Yourself®
Bank On Yourself® can play a key role in your financial security plan. Receive more assurance of safety and growth than conventional investments to help you achieve your goals.
Life Insurance
Insurance is essential to any comprehensive financial security plan. Discover how it can protect you and your family from any undue hardship.
Social Security Strategies
Social Security may be the basis of all your retirement income decisions. Properly managing your Social Security income benefit is an important part of your retirement income process.
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5 Rollover Strategies for 401(k)s
Recently laid-off or changed jobs? Did you leave your 401(k) plan behind with your previous employer?
With this complimentary instant download, you’ll discover your options for rolling over your 401(k) so you can make the best decision appropriate for you.
INSPIRING YOU TO MAKE SMARTER, MORE-INFORMED FINANCIAL DECISIONS
RECENT BLOG POSTS
End-of-the-Year Money Moves: Things to Consider Before Saying Goodbye to 2020
What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. Did you start a family? That’s practically a pirouette. If notable changes occurred in your personal […]
Joe Overfield Earns Certified Financial Fiduciary ® (CFF) Designation
Joe Overfield, President/Owner of Intelliplan Financial, has earned the Certified Financial Fiduciary ® (CFF) designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary ® designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. CFF is a […]
Pension 101: Tips to Plan Your Retirement Income
If you’ll be receiving pension payments in retirement, consider yourself one of the fortunate few. Pensions are quickly disappearing as an employer benefit. In 1998, 58 percent of Fortune 500 companies offered pensions, also known as defined benefit plans. By 2015 that figure was down to 20 percent.1 Many employers have transitioned to defined contribution […]