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Intelliplan Financial: Better Financial Planning2022-09-21T19:00:09+00:00

Better Financial Planning

Designing Your Path to Financial Peace

Enjoy your life with a well-coordinated holistic retirement income plan.

Don’t Wait Until It Is Too Late.

(614) 255-7547

Or, click here to schedule your Free 1 on 1 Financial Review > >

Coordinate all of the key financial areas of your life into one easy package with an Intelliplan Financial Professional.

Click on an icon to learn more about our individualized strategies.

Investments

Tax Management

Insurance

Estate planning

Medicare

Social Security

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Start the Journey to Financial Freedom

Intelliplan is building the portfolios of 100s of future focused individuals and it is your turn to join them.

Fill out the form to schedule your free financial analysis and begin the process of conserving and building your wealth.

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Financial Guides You Can Rely On

Holding your financial future to a higher standard.

As Certified Financial Fiduciaries, we know how to maximize any amount of wealth. But, it isn’t just about numbers and math. It is about securing your future the way you see fit, one investment at a time.

You want to make smarter financial decisions and live your best life in retirement. We help you achieve that vision with a simplified holistic retirement income plan.

Free Financial Planning Resources

We built our business on educating our clients. Below are our free resources to help you on your retirement planning journey.

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Remove the Financial Roadblocks

You Worked Hard For Your Money

So, why not keep it. After a quick Financial Analysis, You can make planning choices that:

Reduce Retirement Income Gaps

Gain complete peace of mind for your cash flow in retirement.

Avoid Paying Excessive Taxes

Navigate the Federal taxation minefield and retain your wealth for you and your loved ones.

Mitigate Painful Surprise Expenses

Protect your assets from being drained by sudden health or business catastrophes.

in service distribution protects your 401k

Protecting & Building Wealth for over

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Clients
whole life insurance tax benefits create happiness and wealth

It is Simple to Start

Income Protection without Complication

We’re here to help you live the life you want. That shouldn’t be a complicated process. So, we have worked hard to make the move into retirement wealth easy, simple, and fast. How often do you get all three?

Sweets & Desserts
Schedule Discovery Call
Chinese Food
Complete Wealth Questionnaire
Barbecue Items
Design Personal Financial Strategy
Salads Collections
Kickoff and Plan Implementation
The Royal Food
Enjoy Your Life & Retire
Hot & Cold Drinks
Transition to Post Retirement Strategy

So why have you not scheduled your call yet?

Here are some things that could be holding you back

No one wants to be sold anything. The consultation is for you to learn more about us, us to learn more about you, and for you to get all of your questions answered. Our consultations are designed to be educational so that you can make smarter financial decisions.

And they probably have done a great job getting you to this point, helping you accumulate assets. There are less obstacles, less moving parts, and less time sensitive decision points. The expertise that is needed in organizing your assets and timing your income distribution properly requires a completely different skillset and not all advisors are familiar with how to navigate it. Without replacing your current advisor, we can coordinate with them to create a holistic retirement income plan that will help you reach your goals.

Great! We’re glad you’re here. As you’ve seen through your own research, retirement income planning is complex and you’re not sure what applies to you and what doesn’t. We have strategies other advisors are not talking about. But unless we speak with you, we’re not sure if they’re a good fit. This is why you want to schedule a complimentary consultation.

INTELLIPLAN FINANCIAL

670 Morrison Rd., Suite 210
Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Intelliplan Financial and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  Insurance services offered through Intelliplan Financial are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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