Intellicents

Intellicents was founded by rebranding a 42-year-old company and adopting a business plan to create a national independent financial services firm centered on the employee benefit relationship.

Unlike most advisory firms who just want to work with the wealthiest 1% of Americans, intellicents’ passion is to also help the 99% that compose the core of the American workforce. They most likely are your next-door neighbors, the parents of your kid’s friends that you sit next to at high school sporting events, your fishing buddy, members of your church, your golf or bowling partners, and your book club.

But just think about it…these typical American workers gets the vast majority of their financial needs taken care of at their place of employment:

• >Their income
• >Their retirement plan, most likely a 401(k) or 403(b)
• >Health, dental, vision, disability, and life insurance benefits
• >Health Savings Accounts and Medical Reimbursement flex plans
• >Dependent care
• >Voluntary benefits including identity theft, critical illness, and accident coverage

The decision support matrix of these benefits is converging, necessitating ONE RESOURCE for all your employees’ questions. And these are no longer just benefits questions, but rather they are financial planning issues.

The wealth management industry is addressing these issues for owners, upper management, and the affluent. But this same industry acknowledges that they have little time or interest in providing this service for the 99% of Americans that they openly refer to as “the underserved.”

Towards this end, intellicents has put together a growing team of professionals to provide four core services – retirement plan services at both the plan and participant level, personal financial management, financial wellness education and advice to employers and individuals, and group insurance…all supported by people smarts and great technology, with the end goal of helping the American worker make their dreams REAL.