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.

IntelliPlan Advisors is a member of Advisory Services Network, LLC ("ASN"), an investment adviser registered with the United States Securities and Exchange Commission. Registration of an investment adviser does not imply any level of skill or training.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

Advisory services offered through IntelliPlan Advisors, a Member of Advisory Services Network, LLC. Tax services offered through IntelliPlan Corporation. Advisory Services Network, LLC and IntelliPlan Corporation are not affiliated.