Intelliplan Financial

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YOUR FUTURE BY DESIGN

General Info

We take a comprehensive approach to financial planning and create customized foundational plans that allow our clients to be financially secure in any economic environment. 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.

Email

Email Business

Extra Phones

Fax: (614) 934-1721

Services/Products

Retirement Planning, Tax Planning, Business Planning, Legacy Planning, Estate Planning, Comprehensive Income Planning, Retirement Income Planning, Estate Planning, Social Security, Annuities, Life Insurance, Income strategies, Wealth Preservation

Payment method

cash, discover

Location

Easton Way One

Neighborhoods

Easton, Northeast Columbus

Categories

Financial Planning Consultants, Financial Services, Retirement Planning Services

Reviews

Details

Phone: (614) 934-1196

Address: 4449 Easton Way, Columbus, OH 43219