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IntelliShield logo, Protecting Your Future

Full Service Holistic Advisor - Insurance Broker

Retirement Planning

401(k) Roll-overs

Income Planning

Medicare Plans

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Retirement Check Up!

    Napoleon Hill once wrote: 

"A Goal without an action plan is just a Wish"

We at IntelliPlan believe that our unique approach to retirement planning may produce the results that will allow you to Take Back Control of your Retirement.  Let us outline our program to give you an idea about how it works.

Man with whip and hoop catching a dollar bill

Step 1: Confidential meeting with Financial Advisor

  • Review current plan.
  • Evaluate Risk tollerance.
  • Discover what's working and what's not.
  • Define short and long term goal.
  • Discuss ideal plan.

Step 2: Portfolio Review: (X-ray of full Retirement portfolio)

  • Measures diversification
  • Identifies overlaps in separate funds
  • Evaluates risk vs. reward using economic theory
  • Breaks down portfolio into number of holdings and asset classes

Step 3: Implement and Review

  • Presentation and consensus of custom financial plan.
  • Written Finacial Plan with clear goals & objectives
  • Implementation plans with deadlines and/or triggers.
  • Full disclosure of performance and tracking from multiple sourses
  • Quarterly or Semi Annual evaluatuion based on clients preference
Two people analyzing a pie chart and bar graph

Step 4: Ongoing Relationship with Financial Advisor

  • Individual meetings
  • Group workshops
  • Annual reviews

Step 5: Enjoy the Financial peace of Mind your family deserves

  • Once the concerned investor completes their individual portfolio analysis, they will have a clear understanding of the strengths and weakness of their 401K, Roth or IRA portfolio. 
  • Investors will understand whether or not their investment philosophy is consistent with their true purpose of money and financial peace of mind.
     

Fee-based financial planning and investment advisory services are offered by Gradient Advisors, LLC a Registered Investment Advisor. Insurance products and services are offered through IntelliPlan Inc.. IntelliPlan Inc. and Gradient Advisors, LLC are not affiliated companies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of IntelliPlan Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Tennessee or where otherwise legally permitted. 

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