About Intelliplan Financial

A Financial Team Focused on Safety & Security

A Financial Team Focused on Safety & Security

We implement financial solutions that maximize assets and reduce risk.

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A History of Success

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.

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Our Values

We work hard to protect what matters most