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Intelliplan Financial2024-01-18T18:22:43+00:00

Make smarter financial decisions and live a better life with a well-coordinated holistic retirement income plan guided by a financial planner.

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Life is too short to worry about retirement.

For most people over 50, retirement income planning is complex. Making the wrong decisions could cause you to run out of money and go back to work. You shouldn’t have to spend 30 years of your life accumulating wealth, to not be able to live your best life in retirement. Get a financial advisor that works for you, not a paycheck.

When someone is properly educated using a simplified holistic approach to retirement income planning, they feel more confident because they’re able to make smarter financial decisions, coordinate all critical areas of retirement income, and live a better life.

Life looks good when your retirement income plan coordinates all of the key financial areas of your life into one easy package.

Make smarter financial decisions and live your best life in retirement with a simplified holistic retirement income plan.

Make smarter financial decisions and live your best life in retirement with a simplified holistic retirement income plan.

Your holistic financial advisor will help optimize all of your assets to work collectively towards your goals, while striving to reduce inefficiencies like:

  • Retirement Income Gaps
  • Paying Excessive Taxes
  • Risking Everything From a Catastrophic Health Issue
  • Running Out of Money In Retirement

From the day we first start saving for retirement and through 30 years of accumulating wealth, we imagine what it’ll be like to not work anymore, to do the things we want, and to finally enjoy life on our terms.

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But what happens when the day comes when you’re faced with making decisions of how and when to take income in retirement? Every decision you make will be the difference between you living out your dreams and having to go back to work. Sound stressful?

Here’s what’s important to understand. There are many investment advisors and wealth managers who specialize in accumulating assets. Their focus is on getting you up the retirement mountain and building wealth. There are less obstacles, less moving-parts and less time-sensitive decision points. The knowledge that is needed down the retirement mountain during the distribution phase can be tricky and not all advisors are familiar with how to navigate it.

Senior couple meeting financial advisor

Our knowledge is in planning for the descent into retirement.

We’ve removed the confusion for hundreds of pre-retirees and retirees and helped them make smarter financial decisions and live a better life with holistic retirement income plans. We are the retirement financial advisors will help you, too.

Retirement income planning doesn’t have to be complicated.

Here’s how we keep it simple.

Schedule A Call

We’re here to help you live the life you want, and that starts with an initial call to briefly discuss your concerns and to see if we’re a good fit.

Discovery Meeting

We will walk you through a financial questionnaire for a deeper understanding of where you’re at, where you want to be and what’s most important to you when it comes to your financial future.

Design Meeting

We begin putting together our recommendations. We’ll provide you with an easy to understand custom holistic retirement income plan.

Delivery Meeting

We’ll meet to review your custom holistic retirement income plan, step by step. We’ll go through your questions and then once agreed, we will walk you through our simple next steps for implementation.

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We believe people are not being properly educated on how retirement income planning really works. Without proper education, people worry about making the right financial decisions which may cause them to run out of money in retirement and go back to work.

We use a simplified holistic approach to retirement income planning to properly educate our clients so they feel more confident because they’re able to make smarter financial decisions. We help them coordinate all critical areas of retirement income so that they live a better life.

So why have you not scheduled your call yet?

Here are some things that could be holding you back

No one wants to be sold anything. The consultation is for you to learn more about us, us to learn more about you, and for you to get all of your questions answered. Our consultations are designed to be educational so that you can make smarter financial decisions.

And they probably have done a great job getting you to this point, helping you accumulate assets. There are less obstacles, less moving parts, and less time sensitive decision points. The expertise that is needed in organizing your assets and timing your income distribution properly requires a completely different skillset and not all advisors are familiar with how to navigate it. Without replacing your current advisor, we can coordinate with them to create a holistic retirement income plan that will help you reach your goals.

Great! We’re glad you’re here. As you’ve seen through your own research, retirement income planning is complex and you’re not sure what applies to you and what doesn’t. We have strategies other advisors are not talking about. But unless we speak with you, we’re not sure if they’re a good fit. This is why you want to schedule a complimentary consultation.

Worried about your retirement income?

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