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.
What is your risk number?
Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.
Capture your risk tolerance and see if your portfolio fits you.
INSPIRING YOU TO MAKE SMARTER, MORE-INFORMED FINANCIAL DECISIONS
UPCOMING EVENTS
Monthly Webinar Training
Riskalyze: Align Your Portfolio with Your Risk Number
Date: Wednesday, November 13, 2019
Time: 2pm ET / 1pm CT
RECENT BLOG POSTS
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 […]
These 3 Income Sources Can Increase Your Tax Bill in Retirement
Have you included taxes in your retirement budget? If not, you could be making a big mistake. Many retirees assume their tax exposure will go down after they retire. They may think they no longer have taxable income because they’re not working. The truth is that many common sources of retirement income are taxable. However, […]