Broker Check

Why Choose Intellicapital To Work With You?

Not All Advisors Are Created Equal  #theBAFA

COMMISSION FREE

COMMISSION FREE

No hidden fees. Our transparent fee schedule makes it easy to understand exactly how we get paid

CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™

Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*
*Source: www.cfp.net, www.cerulli.com

FIDUCIARY

FIDUCIARY

It’s simple — we are personally liable if we give you bad advice.

Retire In Style

Retire In Style

Retire in style with our personalized retirement planning and investment services led by Michael McAlpin. 

Tech-Savvy Sherpa

Tech-Savvy Sherpa

We're not your dad's financial advisor; think "tech-savvy sherpa" guiding you through the complexities with an eye for innovation. My team and I will help setup all your technology so you're always up to speed!

Proactive & Innovative

Proactive & Innovative

Secure your family's future and align investments with your values. Our proactive FIDUCIARY management and innovative advice empower you to embrace retirement with confidence and excitement. 

Planning Services

Planning Services

Services include retirement planning, tax planning, investment planning, estate planning, Roth IRA conversion analysis, securities-backed line of credit, portfolio strategies, and protection through our first of it's kind: commission free annuity marketplace. 

Step 1: Schedule 20 Minute Call or Zoom

Step 1: Schedule 20 Minute Call or Zoom

We would love to have a 20-minute phone call or Zoom with you to ensure that your situation matches our expertise. 

Step 2: Team Meeting

Step 2: Team Meeting

Like a doctor, it’s important to diagnose before we prescribe. The next step is meeting with our team (in-person or virtually). During this 1-hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns 

Step 3: Review Assessment

Step 3: Review Assessment

With your Retirement Analysis complete, we will have another 1-hour meeting to review our findings and recommendations. In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments

Step 4: Think About It

Step 4: Think About It

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. 

There is never a hard-sell or pressure to say “yes.” 

     

         

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