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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

We offer clear, straightforward, and practical advice.

Being a registered fiduciary means we're accountable to serving your needs first—never to outside sales goals or with conflicted interests.

You can leave all the complexities of your benefit plan and the latest financial trends and regulations to us. We'll point you to what matters most and translate everything for you so you have peace of mind in your financial decisions.

 

IT STARTS WITH CREATING YOUR OWN INTEGRATED FINANCIAL PLAN

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When you select us as your financial planner, 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. 

Our process is straightforward:

  1. Listen to who you are and what you're pursuing

  2. Present you a personalized plan across your risk tolerance and relevant financial categories

  3. Implement and service your plan

  4. Provide you access to our unified team of credentialed financial experts

 
 
 

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   Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed dictum posuere orci sit amet condimentum. Integer pharetra ipsum nunc, nec fermentum est viverra vitae. Quisque imperdiet purus tortor, et commodo tellus mollis eu. Quisque tristique vel lectus vehicula cursus. Nunc fermentum justo ut semper tincidunt.

SARAH COCHRAN | CLIENT SERVICE ADMINISTRATOR

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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 meeting with us and Clayton will ping you with next steps.

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