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The BKM for maximizing your Intel benefits starts with having an integrated financial plan

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Your Intel Benefits

 
 

You are entitled to some of the best employee benefits in the world.

No matter what grade you’re in, through financial planning, we can give you the assurance that each of your benefits is working just as hard as you are. Below are the benefits that can play unique roles in serving your financial pursuits:

 
 

 
 

HOW WE’LL WORK TOGETHER

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It starts with creating your own hiPLAN™built with data and integrity

We'll advise you on how your assets, savings, and employee benefits can all work together. Our Certified Financial Planners® are equipped with the most comprehensive financial planning technology. 

We have four pillars that support every financial plan:

  1. Credentialed experts

  2. Proper financial planning process

  3. Fiduciary advice

  4. Emotional fulcrum

 
 
 

YOUR personal concierge when it comes to your benefits

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We take on as many administrative aspects as possible to manage your benefits. We exercise options and stock sales, implement 401(k) investment changes, handle reimbursements for financial services, and remind you of important benefit dates.

Our involvement increases accuracy, reduces your time spent, and helps you engage in your benefit plan in a greater way. 

 

 

CLIENT SUCCESS STORIES

 

When your financial plan starts working for you and your family, this is what happens…

 
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RESTRUCTURED DEFERRED COMPENSATION PAYOUTS TO LINEUP WITH RETIREMENT TIMELINE AND INCOME

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REFINANCED A PRIMARY AND SECONDARY MORTGAGE ON A RENTAL PROPERTY

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DEFERRED THE SALE OF A RENTAL PROPERTY GENERATING CAPITAL GAIN INCOME, TO A MORE BENEFICIAL YEAR

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USED INDIVIDUAL INVESTMENT OPTIONS POSITIONED FOR GROWTH VS. RELYING ON TRADITIONAL TARGET DATE FUNDS

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REALIZED $85,800 OF INCOME AT 0% CAPITAL GAINS BY MANAGING INCOME FROM INVESTMENTS


 
 

The Team Behind You

Meet some world-class human beings.

This isn't another digital interface or automated system. When you work with us, you're interacting with real humans. You will have direct access to a unified team of credentialed experts across multiple financial disciplines who are invested in growing your financial skills, knowledge, and confidence. 

 
CLAYTON PHILLIPS, CFP® | ADVISOR   Clayton sits on Human Investing’s financial planning committee as one of our Certified Financial Planners. With more than nine years of experience, he collaborates with the planning team and Marc Kadomatsu on delivering solutions across a range of our client’s financial needs.

CLAYTON PHILLIPS, CFP® | ADVISOR

Clayton sits on Human Investing’s financial planning committee as one of our Certified Financial Planners. With more than nine years of experience, he collaborates with the planning team and Marc Kadomatsu on delivering solutions across a range of our client’s financial needs.

SARAH COCHRAN | CLIENT SERVICE ADMINISTRATOR   Sarah is a proud Duck who graduated with a BA in History and received her Master of Arts in Teaching. For over three years, Sarah has been the go-to person for everyday client needs. She walks clients through various complex processes with intelligence and patience to make sure they understand and are cared for.

SARAH COCHRAN | CLIENT SERVICE ADMINISTRATOR

Sarah is a proud Duck who graduated with a BA in History and received her Master of Arts in Teaching. For over three years, Sarah has been the go-to person for everyday client needs. She walks clients through various complex processes with intelligence and patience to make sure they understand and are cared for.

MARC KADOMATSU, CFP®, ChFC®, CLU® | DIRECTOR OF FINANCIAL PLANNING   Marc combines his 14 years of experience of financial and estate planning with insurance in such a way that our clients are better informed and equipped to make the best decisions possible regarding their financial futures. Marc is a past president of the Financial Planning Association for Oregon and SW Washington and a current board chair.

MARC KADOMATSU, CFP®, ChFC®, CLU® | DIRECTOR OF FINANCIAL PLANNING

Marc combines his 14 years of experience of financial and estate planning with insurance in such a way that our clients are better informed and equipped to make the best decisions possible regarding their financial futures. Marc is a past president of the Financial Planning Association for Oregon and SW Washington and a current board chair.

LUKE SCHULTZ, CPA | DIRECTOR OF TAX   Luke has over 12 years of experience in the areas of tax compliance and planning as well as business consulting. With a heavy focus on planning, he spends much of his time working closely with small businesses and individuals. Luke’s emphasis on proactive planning helps clients make the best decisions for their business and their families.

LUKE SCHULTZ, CPA | DIRECTOR OF TAX

Luke has over 12 years of experience in the areas of tax compliance and planning as well as business consulting. With a heavy focus on planning, he spends much of his time working closely with small businesses and individuals. Luke’s emphasis on proactive planning helps clients make the best decisions for their business and their families.

PETER FISHER | CO-FOUNDER   Pete brings more than 20 years of experience working for individuals, families, and businesses advising and shepherding clients toward successful financial outcomes. He has a B.A in Economics, an MBA and is a current doctoral candidate.

PETER FISHER | CO-FOUNDER

Pete brings more than 20 years of experience working for individuals, families, and businesses advising and shepherding clients toward successful financial outcomes. He has a B.A in Economics, an MBA and is a current doctoral candidate.

JILL NOVAK, SHRM-CP | CHIEF PEOPLE OFFICER   With more than 11 years at Human Investing, Jill brings prior sales and project management skills to the team to ensure that we meet client needs and goals. She continues to wear many hats as Human Investing evolves to connect with each generation of investors.

JILL NOVAK, SHRM-CP | CHIEF PEOPLE OFFICER

With more than 11 years at Human Investing, Jill brings prior sales and project management skills to the team to ensure that we meet client needs and goals. She continues to wear many hats as Human Investing evolves to connect with each generation of investors.

 

 
 

Get Started Today

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Schedule a call with Clayton to get to know you and how we can help. Or e-mail him at clayton@humaninvesting.com.

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