Intelliplan Financial

About

We take a comprehensive approach to financial consulting and create customized foundational solutions that allow our clients to be financially secure in any economic environment. Intelliplan Financial is an independent financial consulting firm located in the Columbus, Ohio area and founded by Joe Overfield. After spending 7 years in the planning industry, Joe recognized the need and developed a specific financial firm dedicated to specializing in �foundational� financial solutions."Foundational" financial solutions concentrate on the portion of one�s portfolio that requires safety, liquidity, and guarantees in any economic environment no matter the condition of the markets. We are dedicated to educating our clients to make informed financial decisions and guiding them along the path to�and through�retirement and providing guaranteed income for life.

Service area

Serves the business city