Guiding and educating you along the path to—and through—retirement

At Intelliplan Financial, we believe the key to any successful retirement plan is having the right process. We take a comprehensive approach to retirement planning and create customized foundational  retirement plans that teach our clients how to prepare for any economic environment.

We first listen to our clients to understand their unique and specific goals and get a clear picture of their current financial situation and  their retirement goals.

We then analyze the retirement plan, spot gaps and prioritize any resulting recommendations.

We work alongside our clients with consistent communication to check and test their retirement plans, particularly when major life events occur.

Our Retirement Planning Process includes:

• Completing a confidential financial questionnaire and defining financial goals.
• Analyzing the information from a variety of financial perspectives.
• Constructing a financial plan, communicating it with the client, and  obtaining feedback.
• Implementing any necessary actionable items.
• Monitoring the implementation and reviewing/amending the plan as needed.