Inform, Analyze, and Advise. Our firm represents a shift in the field of financial advice. We do no sell products or manage investments. We specialize in providing low cost access to financial consultants that are incentivized by providing sound advice and service, rather than products and pitches. Even better, we target the people that are most commonly overlooked and/or misled by financial advisors. Our innovative Worksite Financial Wellness Platform can help guide organizational team members towards a less distracted and emotionally challenging day by helping them understand, and calibrate, their financial lives. In addition, as a registered investment adviser, we can go beyond generic "coaching" and provide what people need: advice.
| Website | http://www.plan-intelligence.com |
| Employees | 2 (0 on RocketReach) |
| Founded | 2016 |
| Address | 8890 E 116th St, Ste 257, Fishers, Indiana 46038, US |
| Phone | (317) 559-2700 |
| Fax | (317) 660-9571 |
| Keywords | Financial Advice, Financial Consulting, Financial Planning, Financial Analysis, Investment Consulting, Investment Analysis, Independent Advisor, Wealth Management, Portfolio Analysis, Fee Only Advisor, Retirement Planning, Long-Term Planning, Estate Planning, Consultant Network, Tax Planning, Holistic Planning, Financial Education |
| Competitors | Microsoft, IBM, SAP, SAS, Tableau, Domo, Qlik, Looker, Sisense, MicroStrategy Italy +41 more (view full list) |
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Plan Intelligence is based in Fishers, Indiana.
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