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Continue To Grow With Us

Continue To Grow With Us

You deserve holistic financial advice that encompasses your goals and values. With our financial consultation services, you’ll be able to confidently make decisions that support your lifestyle both now and in the future.

Our full-suite financial advisory service offers our clients the confidence that comes with knowing their financial life is organized, and their wealth aligns with their goals. Our INTENSIVE Service Offering service takes a hands-on approach to daily wealth management and investing. Together, we will define your goals for the future, clarify your values, and build a strategy that incorporates every piece of your financial puzzle.

Intensive Benefits

Intensive Benefits

We will review everything from day-to-day financial decisions around budgeting and saving, to big-picture retirement planning and investment strategies. Then, once your financial plan has been built, our team will implement your strategy and check in regularly to adjust and ensure you’re moving forward toward your goals. Core benefits include:

  • Investment strategy review
  • Model/customized portfolio
  • Goals and cash flow planning
  • Identification of vital financial metrics
  • Tax strategy planning and adjustments
  • ESPP/stock options
  • 401(k)/403(b) strategies
  • Estate & beneficiary reviews
  • Quarterly investment account rebalancing
  • Quarterly performance reports
Services Provided to Investment Only Clients

Services Provided to Investment Only Clients

  • Annual 30 minute virtual meeting to:
    • Review any major life changes or upcoming decisions
    • Review your current portfolio and answer any questions
  • Quarterly summarized reports of your investment portfolio
  • Ongoing support to manage your investments serviced by INTELUS
  • Rebalance and Reallocation of investment portfolio as needed
  • Access to additional Financial Consultations services at an annual fee rate or $275 per hour

Choose Your Path Today:

We've built a reputation of integrity, trust, and commitment for clients.

CREATE, BUILD and PROTECT your LEGACY

INTELUS is ready to help you take the next step in your wealth management. 

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