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intellcents® icon
intellicents®

FORM

CRS

 * who we are
   
   * the whole story
   * meet the founders
   * the team
   * awards

 * what we do
   
   * retirement plan consulting
   * group insurance consulting
   * personal financial management
   * worksite financial wellness
   * case studies

 * how we do it
   
   * participant financial advice
   * intelli(k)™ 401(k) details
   * (k)series™ custom target date funds
   * allmymoney financial wellness app
   * lifesteps financial planning
   * lifesteps app
   * allmybenefits shopping center
   * intellicents Bionic Advisor
   * intellicents university
   * myCents
   * bioni(k) managed accounts

 * let's connect
   
   * blog
   * press room
   * video library
   * webinars
   * job openings
   * open a branch

 *  


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LET’S GET IN TOUCH!



The typical American worker gets the vast majority of their financial needs
taken care of at their place of employment. Unlike most advisory firms who just
want to work with the wealthiest 1% of Americans, intellicents’ mission is to
also help the 99% make their dreams real.

get the whole story

RETIREMENT PLAN

CONSULTING

GROUP INSURANCE CONSULTING

PERSONAL FINANCIAL MANAGEMENT

WORKSITE FINANCIAL WELLNESS


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BEYOND FUNDS, 

FEES, AND FIDUCIARY

GOVERNANCE

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TIRED OF

THE ANNUAL

"JUGGLE"?

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WELCOME TO

DREAM-BASED

INVESTING

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WORKSITE

FINANCIAL WELLNESS

IN 5 STEPS

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employers
advisors
did you catch the podcast?
meet our dreamers
meet our dreamer, Jen

meet our dreamer, Seth



 


WHAT WE'RE ALL ABOUT

watch our brand anthem
are you living the dream?
 

I AM A CEO


WITH INTELLICENTS, I CAN


DREAM AGAIN.

make it real

I AM A CFO


WITH INTELLICENTS, I CAN


FORECAST MY BUDGET.

make it real

I AM AN HR SPECIALIST


WITH INTELLICENTS, I CAN


DITCH THE PAPERWORK

make it real

I AM AN

AMERICAN WORKER


WITH INTELLICENTS, I CAN


CHOOSE THE BENEFITS THAT WORK FOR ME.

make it real

I AM A MOTHER


WITH INTELLICENTS, I CAN


FOCUS ON WHAT IS IMPORTANT.

make it real


I AM A RETIREE


WITH INTELLICENTS, I CAN


PLAY.

make it real

the impact we make

RETIREMENT PLAN SERVICES

CASE STUDY:

HEAVY MANUFACTURING 

GROUP INSURANCE SERVICES

CASE STUDY:

ICHRA TO THE RESCUE

YOUR INVESTMENT ROADMAP TO
SURVIVING THE
"CORONA CRASH" 

IT'S ALL ABOUT THE OUTCOMES.

A HEALTH INSURANCE PLAN SPIRALING OUT OF CONTROL!

INTELLICENT TOOLS FOR YOU TO USE.

 
how we make it real

PEOPLE SMARTS

meet the team
intellicents right brain
intellicents left brain

GREAT TECHNOLOGY

try our apps
 
check the tech
allmymoney logo
intellicents univesity logo
intelli(k)™ logo
allmybenefits logo
inellicents bionic advisor logo
(k) series® logo
spotlight dashboard
inellicents bionic advisor logo



DOES YOUR CURRENT ADVISOR HAVE




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TOLL FREE  800.880.4015

Information presented is for educational purposes only and does not intend to
make an offer or solicitation for the sale or purchase of any securities.
intellicents' website and its associated links offer news, commentary, and
generalized research, not personalized investment advice. Nothing on this
website should be interpreted to state or imply that past performance is an
indication of future performance. All investments involve risk and unless
otherwise stated, are not guaranteed. Be sure to consult with a tax professional
before implementing any investment strategy. Investment advisory services
offered through intellicents investment solutions, inc., an SEC registered
investment adviser. Registration does not imply a certain level of skill or
training.

© 2022 intellicents inc. all rights reserved.

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