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
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:
Credentialed experts
Proper financial planning process
Fiduciary advice
Emotional fulcrum
YOUR personal concierge when it comes to your benefits
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…
RESTRUCTURED DEFERRED COMPENSATION PAYOUTS TO LINEUP WITH RETIREMENT TIMELINE AND INCOME
REFINANCED A PRIMARY AND SECONDARY MORTGAGE ON A RENTAL PROPERTY
DEFERRED THE SALE OF A RENTAL PROPERTY GENERATING CAPITAL GAIN INCOME, TO A MORE BENEFICIAL YEAR
USED INDIVIDUAL INVESTMENT OPTIONS POSITIONED FOR GROWTH VS. RELYING ON TRADITIONAL TARGET DATE FUNDS
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® | LEAD ADVISOR
Clayton is a CERTIFIED FINANCIAL PLANNER™ practitioner with over a decade of experience in financial planning and advising clients transitioning to retirement. He brings experience in managing income from investments, social security, pensions, and other sources to ensure clients make the most of what they have while minimizing taxes. Questions answered, proactive advice, and peace of mind are just part of the great experience provided by Clayton and his team.
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® | MANAGING PARTNER, DIRECTOR OF FINANCIAL PLANNING
Marc brings over 17 years of experience in financial planning, executive benefit, estate, tax and insurance planning. He’s a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU) designations. He’s a member of the Estate Planning Council of Portland and is the former President and Board Chair of the Financial Planning Association (FPA) of Oregon and SW Washington.
LUKE SCHULTZ, CPA, CFP® | 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 | FOUNDING PARTNER, CEO
Peter is the CEO of Human Investing. He is the author of Becoming a 401(k) Millionaire. He received his B.A. in Economics from Linfield College, an M.B.A. from George Fox University, and is currently a doctoral candidate researching financial literacy, and the concept of collaborative consumption.
JILL NOVAK, SHRM-CP | PARTNER, DIRECTOR OF OPERATIONS
Jill has spent over a decade at Human Investing honing her skills in the areas of service, administration, sales, operations and human resources. As a SHRM certified practitioner, Jill now puts all her past experience to work - ensuring that the Human Investing team is cared for and the operations run smoothly.
