In 2016, we set forth on an aggressive organic and inorganic growth path by rebranding a 40+ year old company and adopting a startup-like business plan to create a national independent financial services firm centered on the employee benefit relationship.....all without any venture or private equity funding. 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. Toward this end we have put together a growing team of professionals to provide four core services -- fiduciary retirement plan services at both the plan and participant level, personal financial management, group insurance services, and financial wellness education and advice to both employers and individuals.....all supported by people smarts and great technology, with the end goal of helping the American worker make their dreams real.
Worksite Financial Wellness Program
Retirement, wealth, and health are all converging in the employee benefit space, with worksite financial wellness being the mortar that binds them all together. Over the past five years intellicents has concentrated our efforts on putting together a team of retirement plan, group insurance, and personal wealth management advisors. Our new lifesteps app gives us the necessary technology to collect participant data so that we can truly provide a foundational financial plan in both digital and hardcopy form for every participant covering budgeting, debt management, emergency savings, death protection, and retirement readiness. For those that want more, the app gives them direct access to an intellicents CERTIFIED FINANCIAL PLANNER to work with them to provide an integrated comprehensive financial plan. People smarts plus great technology!