01. About Us

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. 

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02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. 

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03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs, both now and in the future, in a tax efficient manner. 

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Intelligent Investor Financial Planning, LLC offers comprehensive financial planning services in a tiered pricing structure based on the complexity of your situation.

 


In addition to financial planning services, Intelligent Investor Financial Planning, LLC offers varied options for clients to implement our investment advice through various managed solutions.

Our Services

Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis.
A person who turns 65 today could be expected to live as many as 20 to 30 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.
When exploring the world of investments, it’s important to gain a broad perspective of the various types of investments for a clear understanding of how each of them can work towards achieving your objectives.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Blogs

Educational Videos

 

 

Investing for Young Adults

 

 

Easy Ways to Financial Health

 

Paying Off Your Debt