Intellicents
financial guidance that grows with you, from your first job to retirement and everything in between
Intellicents offers integrated financial solutions for American workers, combining smarter advice, modern technology, and a people-first approach to help turn financial goals into real-life dreams.
About
Intellicents is a financial services company that helps American workers achieve financial well-being through personalized planning, modern technology, and a people-first approach. The company offers a range of services including retirement plan consulting, insurance consulting, wealth management, business success and exit planning, and worksite financial planning, all designed to support clients from their first job through retirement.
Services
Wealth Management
Personalized planning for every chapter of life, built on a full-picture understanding of your goals.
Exit Planning
Helps business owners step back from day-to-day demands and approach transition questions with structure and perspective.
Worksite Financial Planning
Brings professional financial guidance directly to employees in an accessible, practical, and ongoing manner.
Insurance and Retirement Solutions
Helps employers approach employee benefits and retirement plans with intention, balancing cost, compliance, and care.
Retirement Plan Consulting
Supports plan sponsors through fiduciary governance, investment monitoring, and participant education to help employees achieve long-term financial security.
