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Our Mission and Core Values

Our Mission and Core Values2023-05-08T01:44:20+00:00

Mission Statement

Retirement income planning is complex and people are worried about making the right financial decisions. Intelliplan Financial uses a simplified holistic approach that coordinates all critical areas of retirement income so people can make smarter financial decisions and live a better life.

Core Values

1. INTEGRITY – We put our clients’ needs before our own. Integrity, by our definition, is doing the right thing when no one is watching.

2. TRANSPARENCY – Our industry requires trust between the organization and the client. We will provide in writing every cost, fee, or commission that is transacted based on our relationship.

3. COMPASSION – We understand how life’s complications can financially hurt families. We are forward thinkers and will help get you back on track.

4. CUSTOMER-FOCUSED – Without our clients, we are nothing. We provide consistent review meetings for every client and respond to inquiries within 48 hours.

5. NON-TRADITIONAL – If you are looking for the same old financial advice, keep looking. We provide unique solutions with a proven history of success.

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 corporate registered office 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 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 web site (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.

For more information regarding your advisor’s designations please review their ADV 2B for a detailed description.

For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com. 

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