Wealth Management Services in Greater Columbus, OH
Our purpose at Intelliplan Financial is simple and sincere — to provide holistic financial planning expertise to middle class working people (not just the ultra-wealthy), so you can plan smarter and live better in retirement.
We do this by getting to know you, understanding your financial goals, and identifying any obstacles that are getting in your way. From there, we employ a comprehensive financial plan that accounts for multiple aspects of your wealth to help you live your retirement years as you envisioned.
What we offer
We strive to leave no stone unturned when it comes to planning for your financial future. We incorporate what we call the five pillars of wealth management to create a comprehensive financial plan that’s personalized to your goals, needs, and assets.
Financial Planning
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. We use this detailed approach to help you grow and safeguard your assets for peace of mind through life’s — and the market’s — ups and downs.
Tax Management
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. Our holistic plan for you includes proactive tax management strategies from the advisor training, The Tax Management Journey®, to help maximize your income and minimize your taxes.
Asset Management
While you could probably gather your assets yourself, effectively managing them 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.
Legacy Planning
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.
Protection Planning
Protection or “insurance” planning is sometimes 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.
Unique Solutions at Intelliplan Financial
While life insurance can certainly provide death benefits and retirement income, it can also function as a ‘living’ life raft when you need it. We are one of a select number of financial advisory firms nationwide that offer Bank On Yourself, the benefits of which helped our founder through tough times and inspired him to become an advisor.
Leveraging the Bank On Yourself program as a retirement strategy, we can implement a personal, dividend-paying whole life insurance policy that can allow you to take advantage of powerful living benefits.
