?? Spring isn’t just for cleaning your home—your finances could use a refresh too! As the seasons change, now is the perfect time to declutter your budget, revisit your financial goals, and set yourself up for success. A little spring cleaning today can make a big difference for the rest of the year! ?? What’s one financial habit you’re focusing on this spring? Let’s inspire each other in the comments! #SpringFinanceRefresh #BudgetGoals #intellicents #FinancialWellness #SmartMoneyMoves
关于我们
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.
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.
For our Terms and Conditions, please visit https://www.intellicents.com/linkedin-disclosure
- 网站
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https://www.intellicents.com
intellicents的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Albert Lea，Minnesota
- 类型
- 私人持股
- 创立
- 1974
- 领域
- Retirement Consulting、Retirement Advisory、Health & Welfare Benefits、Group & Voluntary Benefits、Ancillary Benefits、Benefit Education、Wellness Programs、FSA、HSA、HRA、VEBA、Fiduciary Guidance、Investment Due Diligence、Compliance/Regulatory Support、Financial Planning、Financial Wellness、Wealth Management、ICHRA、Group Insurance Consulting和Exit Planning
地点
intellicents员工
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Tom Krusic, CFP?, CPC, AIF?
Financial Consultant | intellicents | helping the American worker make their dreams REAL
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Tom Singsank
at intellicents, inc (formerly known as Alliance Benefit Group)
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Jason Anderson, CFP?, CPA
Finance Faculty, CFP? Program Director, and Financial Advisor
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Megan Holland, CPFA?
Financial Consultant at intellicents
动态
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?? Meet Ben Easters – A Valuable Member of the intellicents Team! Ben brings years of expertise, dedication, and a personal touch to everything he does. Let’s show Ben some love and give him a warm welcome! Learn more about his role and approach here: https://bit.ly/4boxWzu #intellicents #FinancialAdvisor #Teamintellicents #ClientFocused #ProfessionalExcellence
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Strengthen your workforce with our curated financial wellness tips from industry experts. Discover strategies today to boost your employees' financial health. Visit https://bit.ly/4e0qewf for exclusive insights. #FinancialWellness #Intellisteps #EmployeeSuccess #FinancialTips #WorkplaceWellness #intellicents #intellisteps
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Are you looking for practical strategies to manage and reduce debt? Join us on March 11th at 12 PM CST for our next intellicast. We’ll be diving into actionable tips for tackling various types of debt—including credit card balances—and how to prioritize payments, reduce interest costs, and create a sustainable plan for financial freedom.? ? ? Whether you’re managing debt or juggling multiple financial obligations, this session will give you the tools you need to succeed.? ? ? ?? Save your seat today! https://bit.ly/4gYmUCh? ? ? ? #FinancialFreedom #DebtManagement #intellicents #InvestmentAdvisory #Webinar?
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Are you looking for practical strategies to manage and reduce debt? Join us on?March 11th at 12 PM CST?for our next?intellicast. We’ll be diving into actionable tips for tackling various types of debt—including credit card balances—and how to prioritize payments, reduce interest costs, and create a sustainable plan for financial freedom. Whether you’re managing debt or juggling multiple financial obligations, this session will give you the tools you need to succeed. ???Save your seat today!?https://bit.ly/4gYmUCh Investment advisory services offered through intellicents Investment Solutions, Inc., an SEC registered investment adviser. #FinancialFreedom #DebtManagement #intellicents #InvestmentAdvisory #Webinar
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Looking for a way to boost your bottom line? Implementing intellisteps means reducing employee stress and enhancing productivity, translating to potential cost savings for your organization. Find out how:https://bit.ly/4e0qewf #EmployerBenefits #CostSavings #intellicents #intellisteps
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Small business owners: Are you struggling to offer competitive retirement benefits without breaking the bank? If providing a quality retirement plan for your employees seems overwhelming, you're not alone. Fortunately, PEPs (Pooled Employer Plans) are here to help. Why PEPs could be a game-changer for your business: ? Cost Savings: Share the costs of administration, legal compliance, and reporting with other businesses—lowering the financial burden. ? Reduced Fiduciary Liability: Let a Pooled Plan Provider (PPP) take on the fiduciary responsibilities, reducing risk for your business. ? Enhanced Employee Benefits: Offer top-notch retirement benefits that attract and retain talent, giving your business a competitive edge. PEPs have eliminated the need for a “common interest” among businesses, making it easier than ever to pool resources and offer affordable, efficient retirement plans. ?? Learn more about how PEPs can solve your retirement planning challenges. https://bit.ly/4jq2JQh #SmallBusiness #RetirementPlanning #EmployeeBenefits #PEPs #intellicents
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?? Employee Spotlight: Meet Jeff Belton, AIF?, CPFA? ?? Jeff Belton, one of our Texas Financial Consultant, brings a wealth of knowledge and experience to intellicents. With a passion for guiding clients toward financial success, Jeff is committed to making a lasting impact on their lives. Before joining intellicents, Jeff honed his expertise in wealth management and retirement planning, working with a diverse clientele to craft personalized strategies. His approach is rooted in integrity, trust, and financial education—values that align with our mission to provide top-notch, client-focused financial services. We're lucky to have him as part of our team! Get to know Jeff more on our team page. ?? https://bit.ly/4htohtk #EmployeeSpotlight #Teamintellicents #FinancialAdvisor #MeetTheTeam #intellicents
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Unpack the power of intellisteps. From budgeting to retirement readiness, our platform provides personalized plans that drive real results. Discover how we can empower your workforce with financial clarity. Learn more: https://bit.ly/4e0qewf #FinancialPlanning #IntellistepsFeatures #intellicents #intellisteps
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intelli(k) isn’t just for retirement—it’s a powerful financial strategy designed to help small businesses grow and thrive. With tax optimization, a personalized retirement plan, and expert guidance, it’s the ultimate tool for securing your business’s future while minimizing financial stress. ?? Why small businesses choose intelli(k): ? Tax-efficient retirement savings ? Tailored strategies for growth and stability ? Easy-to-implement solutions for long-term success Want to maximize your business’s financial health? intelli(k) is the smart choice. ?? https://bit.ly/3CmujNw #SmallBusiness #BusinessGrowth #RetirementPlanning #intellicents #SmartMoney
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