Intelliplan Financial streamlines and simplifies the complex and twisted financial marketplace of retirement. Intelliplan has a simple, tested methodology for financial success and wealth preservation. Whether you are age 30 or age 59, we can ensure your financial goals are met. Intelliplan will set you on the path to financial success, in business, retirement, and all of life's little moments.
Work with a financial advisor that understands your wants. Asset Management and Investment Advisory Services offered through Guardian Pointe Private Wealth Management LLC., a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / Toll Free 844-944-1044.
Work with a financial advisor that understands your wants. Asset Management and Investment Advisory Services offered through Guardian Pointe Private Wealth Management LLC., a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / Toll Free 844-944-1044.
Services
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.
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.
The key to any successful retirement plan is having the right process. Our team takes a comprehensive approach to retirement planning and create customized foundational retirement plans that teach our clients how to prepare for any economic environment. First, we listen to our clients to understand their unique and specific objectives and get a clear picture of their current financial situation and their retirement goals.
Intelliplan creates individualized investment strategies for each unique client to build a portfolio that is both fruitful and meaningful. It is our focus on your individual strengths and passions that forges our investment plans.
Just as in their personal wealth, we help our clients maximize the value within their businesses, including meaningful and actionable customer segmentation, proposition design, pricing structure reviews, cost-to-serve assessment and optimization, and the appropriate leverage of technology to drive business improvement.
Just as in their personal wealth, we help our clients maximize the value within their businesses, including meaningful and actionable customer segmentation, proposition design, pricing structure reviews, cost-to-serve assessment and optimization, and the appropriate leverage of technology to drive business improvement.
Everyone deserves a secure financial future and that's why life insurance is so important. Whether you're just starting out or you're getting ready to retire, a life insurance policy can help you give your family financial peace of mind if you are no longer there to provide for them. The trouble is choosing from the myriad of options.
Many people are surprised by their retirement tax bracket. By the time retirement plans, pensions, executive bonuses, investments, Social Security and any other benefits start accumulating, it can unintentionally spike ordinary income to a higher tax bracket. Required minimum distributions can sometimes cause havoc here too.
Reviews (10)
Delton Pritchard
Oct 28, 2021
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Dave Stack
Oct 26, 2021
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Schlaine Hutchins
Oct 23, 2021
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Positive: Professionalism, Responsiveness
Working with Joe is easy. He is thorough and answers all my questions without hesitation. He is honest and compassionate and really helps provide options tailored to the needs of the individual. I would recommend Intelliplan Financial services to help plan for your future financial needs.
Working with Joe is easy. He is thorough and answers all my questions without hesitation. He is honest and compassionate and really helps provide options tailored to the needs of the individual. I would recommend Intelliplan Financial services to help plan for your future financial needs.
Randall Terry
Oct 22, 2021
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We've worked with Joe Overfield for several years. He's knowledgeable and financially savvy, which is what you want your financial planner to be! Joe is very professional and easy to work with on a variety of items. We have annuities and Bank on Yourself policies through him for our retirement. We love our Bank on Yourself policies and highly recommend the program to everyone! Joe is also proactive and reviews our retirement so that we know we are on the right track. Give Joe a call! You won't be sorry you did!
Lee Valentin
Oct 16, 2021
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It's been a pleasure working with Joe and the Intelliplan team. Excellent communication throughout the entire onboarding process. It was simple and efficient. Everything was explained thoroughly and no question went unanswered. The process for scheduling meetings and reviews is a breeze. I have no problem referring anyone to Intelliplan.
Dan Wegman
Oct 14, 2021
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As a long-term client of Intelliplan Financial, I've been very pleased with the financial guidance I've received. My advisor was very helpful when initially designing a plan for the management of my retirement assets and continues to provide that expert guidance if adjustments to the strategy are advantageous. The entire team is always professional, friendly, and responsive to my questions.
Charles Hammer
Sep 30, 2021
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Joe Overfield and the staff at Intelliplan Financial have provided good value and guidance for me and my family. The recommended strategies have proven reliable for us, and are accomplishing the goals we set out to pursue. His advice is thoughtful and respective of our financial proclivities. I appreciate this approach and have learned much through my interactions with Joe about how to approach wealth management in terms of secure options, and utilizing finances to achieve quality life goals.
Jerry Soltis
Sep 24, 2021
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Mike Soltis
Sep 17, 2021
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IntelliPlan
For more then 7 years I have been working with Joe, both for personal and business planning strategies. Joe’s expertise and knowledge in the field has been unmatched by many other co-called financial planners, I have previously interviewed and worked with. In fact, even my CPA of more than 30 years has been unfamiliar with his strategizes. Many of Joe’s plans and ideas are not well known through the industry and unfortunately done so purposely by our news medias and government, both of which are evil. Every time I have a question, Joe has been there and if he doesn’t answer or
For more then 7 years I have been working with Joe, both for personal and business planning strategies. Joe’s expertise and knowledge in the field has been unmatched by many other co-called financial planners, I have previously interviewed and worked with. In fact, even my CPA of more than 30 years has been unfamiliar with his strategizes. Many of Joe’s plans and ideas are not well known through the industry and unfortunately done so purposely by our news medias and government, both of which are evil. Every time I have a question, Joe has been there and if he doesn’t answer or
Lynn Barnett-Soltis
Sep 11, 2021
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Joe and his staff at Intelliplan Financial are all about professionalism. We have been working with Joe for 8 years and find that his services are second to none. Wether we send an email or make a phone call, Joe and his staff are prompt and very courteous. My husband and I now rest comfortably every night as Joe has set us up for a very nice retirement. If you are in the market for a financial planner, I would highly recommend Intelliplan Financial
