Our Services

Whether you’re saving for retirement or a rainy day, strategic financial planning is key to working towards your goals and financial security. At Intelliplan, we use a proven holistic planning process known as The Bucket Plan® to consider the many facets of your financial situation and allocate them strategically into time horizons: now, soon, and later.

This approach is ideal for couples approaching retirement who want a coordinated strategy across all their financial decisions, not just investment management. We use it to help you grow and safeguard your assets for peace of mind through life’s — and the market’s — ups and downs.

It’s not what you make, it’s what you keep! Taxes will naturally take their piece of the pie, but their cut could be even greater if you’re not taking advantage of strategies to manage them proactively throughout your retirement years.

Our holistic plan includes tax-efficient retirement planning strategies from the advisor training, The Tax Management Journey®. We follow this framework to help maximize your retirement income and minimize your tax burden through withdrawal sequencing, Roth conversion analysis, and RMD planning.

While you could probably gather your assets yourself, effectively managing them as part of a complete retirement strategy is an entirely different ball game. We act as your guiding hand by offering tax-efficient investment strategies and custom portfolio design to help grow and protect your assets.

And our approach isn’t set it and forget it: we monitor, optimize, and adjust your investment plan over time as your needs and goals change.

You’ve worked hard to accumulate your wealth over the years to live comfortably and ensure those close to you can too. The last things you want are to needlessly lose assets to taxes, other wealth transfer costs, or to leave your loved ones to pick up the pieces when you’re gone.

We’ll work with you and alongside your attorneys to help protect your legacy and transfer wealth appropriately and efficiently, all according to your wishes. This estate planning coordination is especially important for business owners, blended families, and those with complex estate situations.

Protection or “insurance” planning is often overlooked in financial planning because many people are overwhelmed by the many options or unclear of how it actually works. For instance, while life insurance will provide for the family in the event of an unexpected death, some policies offer safe and guaranteed cash accumulation for emergencies, as well as a tax-free retirement income.

We take our time to educate you on all your options, including the unique self-lending solutions we have to offer such as Bank On Yourself®, and recommend coverage or strategies that fit into your overall financial plan.