Question 1

What services does the company offer?

Accepted Answer

Intellicents offers a range of services, including retirement plan consulting, group insurance consulting, wealth management, and worksite financial planning. They also provide participant financial advice, custom target date funds, a financial wellness app, and managed accounts.

Question 2

How does the company help employers and employees?

Accepted Answer

Intellicents helps employers by simplifying the "annual juggle" of benefits and financial wellness programs. They help employees choose the benefits that work best for them and focus on what's important, whether they're a CEO, CFO, HR specialist, average worker, mother, or retiree.

Question 3

What is the company's approach to financial planning?

Accepted Answer

Intellicents takes a "dream-based investing" approach, helping clients achieve their financial goals and dreams, rather than just focusing on funds, fees, and fiduciary governance.

intellicents

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What services does the company offer?

How does the company help employers and employees?

What is the company's approach to financial planning?

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