Retirement plans for every company or organization

A well-designed company retirement plan is an ideal way for businesses to attract and retain quality employees as well as help owners plan and save for their own futures. We can help businesses and professional practices establish, manage and run the retirement plan that is right for each individual firm.

We are committed to serving as a trusted guide and partner, from the initial proposal request through implementation and monitoring. We are involved with all aspects of the plan, including investment policy statement development, investment recommendations, provider reviews, annual reviews and a high level of education for employees on-site.

We are here to help business owners and employees save for retirement – and free them from the complexities of running such a plan on their own.

We provide you and your employees with the program, tools, knowledge and motivation to participate in and contribute confidently to your retirement plan.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Disclosures: ADV Brochure

Disclosures: Wrap Brochure