Joe Overfield, CF2

About Joe Overfield

Joe Overfield’s Bio
Joe is a Certified Financial Fiduciary® with over 10 years in the insurance and financial services industry. He holds a BA from The Ohio State University in Communications and is a Bank On Yourself Authorized Advisor.  In 2015 he started his own firm, Intelliplan Financial. His practice is dedicated to foundational retirement planning and teaches clients new strategies outside of the traditional retirement income planning box that stabilize and protect their financial futures. Joe strives to help manage any market volatility with the strategies provided so clients can feel confident and reach their retirement income goals.
Joe has helped his clients grow and preserve their wealth by helping them take control and reach their retirement income goals without taking unnecessary risks.
Joe is one of only 200 life insurance agents in the country who have successfully completed the rigorous training and continuing education requirements to become a Bank On Yourself Authorized Advisor. He was also inducted into the National Academy of Best-Selling Authors, as a co-author with Bank On Yourself CEO, Pamela Yellen, of the number-one Amazon best-seller, The Secret to Lifetime Financial Security.
Joe lives in the Columbus, Ohio area with his wife and two children, and has been practicing the principles of foundational planning since 2004.