Joe Overfield, NSSA® Advisor · Gahanna, OH

Meet Joe Overfield, the President of Intelliplan Financial in Columbus, Ohio, who brings over 15 years of expertise in insurance and financial services to empower clients through foundational financial planning. As a Certified Financial Fiduciary® and Investment Adviser Representative, Joe is dedicated to providing innovative strategies that stabilize and protect your financial future, making him a trusted partner in navigating the complexities of financial management.

Joe Overfield has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.

As one of fewer than 300 Bank On Yourself® Professionals nationwide, Joe has undergone rigorous training and adheres to high educational standards, ensuring that clients receive timely guidance rooted in proven methodologies. His co-authorship of the Amazon best-seller, The Secret to Lifetime Financial Security, alongside industry leader Pamela Yellen, showcases his commitment to advancing financial literacy and security for individuals and families alike.

With a focus on navigating market volatility, Joe employs advanced planning techniques tailored to help clients achieve their retirement income goals while preserving and growing their wealth. His personalized approach empowers you to take control of your financial destiny with reduced risk. Trust Joe Overfield as your expert guide in social security and financial planning right here in Ohio. Your financial future deserves the best, and Joe is here to support you every step of the way.

Contact Joe