We are a Fee-Only comprehensive financial planning and Investment Advisory firm located in Atlanta, GA. We are a member of Advisory Services Network, LLC ("ASN").
We provide independent, objective, comprehensive, implementation oriented financial counseling based on a strong commitment to client service. We strive to create long term relationships and we have a disciplined process for decision making allowing us to become our clients trusted advisor.
Our goal is to work with clients to create a financial path to their long-term objectives, in the process helping them understand the options and tradeoffs available to achieve their goals. We believe that this process can give clients a feeling that they have choices and at least some measure of control of their financial future.
See how IntelliPlan Advisors can help you achieve your financial goals by contacting us for a free consultation.
If you hire people to do things like cut your hair, work on your car and tend to your medical issues it might make sense to get some help when dealing with important financial issues. Increasing complex financial markets associated with a longer life expectancy make working with a financial advisor more important than ever.
We are unbiased and 100% committed to serving your best interest. You get objective guidance and advice from an independent advisor.
We apply the highest standards of integrity in servicing you. We advocate tailored strategies designed to address your individual needs.
We integrate client benefit and compensation with strategies for Retirement Planning, Tax Planning, Investment Planning, Risk Management and Estate Planning. Our comprehensive approach is proactive and implementation oriented.
We do not sell proprietary products nor do we accept commissions from third parties. We can help you choose unbiased investment products and strategies from many investment managers. We can offer strategies that are not available to you as an individual investor.
We help you stay accountable for an investment plan and keep you focused on your aspirations.
We bring coordination between the tax, the estate plan and the financial planning areas of your life. Without a financial quarterback calling the right plays the team may not find success and your financial fitness may suffer.
Very few people would willingly trade time with friends and family to manage their investments. We can help with your financial life and perhaps save your marriage by giving you the time to focus on what is really important in your life.
One of the most disastrous life events is when the spouse who takes care of the finances passes away. It is a lonely and difficult time and the other spouse could face responsibilities that are foreign to her/him. We will try to ensure that the surviving spouse is in good hands and makes wise and smart decisions, not emotional or hasty decisions.
