intellicents

About

intellicents is made up of a highly dedicated and experienced team whose sole mission is to provide financial confidence for Americans.

Story

Priding ourselves as pioneers within the investment management and employee benefits community, intellicents was founded by a family that believes in bringing financial confidence to every American through two parallel strategies: a stellar team and revolutionary technology. With a combination of this human intel and powerful tech, our firm brings a perspective to retirement plan consulting, group insurance consulting and individual wealth management that makes the journey toward financial confidence, and the enjoyment of financial confidence, more achievable.
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Formerly Alliance Benefit Group Financial Services, Corp (ABGFS), our name and our experience spans multiple generations, awards, and impact to thousands of employers, employees and individuals across the nation.

intellicents is made up of a highly dedicated and experienced team whose sole mission is to provide financial confidence for Americans. We conduct our business passionately, combining our insistence to quality and highly customized employee benefit and wealth management services with the support of pioneered innovation.
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Whether our "intellicent" team is working with your organization or with you personally, each service we provide is intelligently designed in a manner that is 100% transparent to empower you to become financially fit.

Mission

Our sole mission is to provide financial confidence for Americans. We conduct our business passionately, combining our insistence to quality and highly customized employee benefit and wealth management services with the support of pioneered innovation.

Products

• Retirement Plan Registered Investment Advisory (RIA) Services
• Retirement Plan Design Consulting
• Retirement Plan Fiduciary Consulting
• Retirement Plan Participant Advice & Education Services
• Group Medical Plan Design Consulting
• Group Ancillary (Dental, Disability, Life, Vision) Plan Consulting
• Voluntary Benefits Consulting
• Wellness Program Consulting
• Group Benefit Employee Education Services
• Health Savings Accounts (HSA) Design Consulting
• Flexible Spending Accounts (FSA) Design Consulting
• Health Reimbursement Arrangements (HRA) Design Consulting
• Volunteer Employees’ Beneficiary Association (VEBA) Design Consulting
• Executive Compensation Consulting

"Unlike most advisory firms who just want to work with the wealthiest 1% of Americans, intellicents’ passion is to also help the 99% that compose the core of the American passion is to also help the 99% that compose the core of the American work force. They most likely are your next-door neighbors, the parents of your kid’s friends that you sit next to at high school sporting events, your fishing buddy, members of your church, your golf partners, & your book club. At intellicents, we’ve put together a growing team of professionals to provide four core services: retirement plan services at both the plan and participant level, personal financial management, group insurance, and financial wellness education and advice to employers & individuals"