Investment Planning

• Is your portfolio properly diversified?
• How do you measure performance in your portfolio?
• What benchmarks do you use?
• Are you taking too much risk in your portfolio?

At IntelliPlan Advisors we do not sell proprietary products to our clients nor do we accept commissions from third parties. We are unbiased and committed to serving the best interest of our clients.

We offer a sophisticated investment service with access to thousands of mutual funds, ETFs, money managers and alternative investments. We are a member of Advisory Services Network, LLC (ASN). We provide institutional resources though nationally recognized custodians.

We believe it is very important to address a client’s anxiety. That is why we make sure we have various face to face meetings during the year. During the meetings we start by listening to the client’s concerns. We make sure to address the challenges of the economy and we identify options for our clients to help them build their financial future.