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Intelliplan Business

Intelliplan Business2022-05-05T17:42:34+00:00

ATTAIN BUSINESS FINANCIAL PEACE OF MIND

Begin financial planning for your business today

Begin financial planning for your business today

Intelliplan Financial guides owners to create immediate financial peace and long term success

Intelliplan Financial guides owners to create immediate financial peace and long term success

Business Services

Financial plans and services to boost and protect the business owner and employees.

Business Retirement Options

Long term business plans that benefit owners and employees.

My Self Lending

An incredible financial planning tool with unique short-term benefits.

“Is there a more efficient way to access capital without relying on banks or financial institutions?”

“Is there a more efficient way to access capital without relying on banks or financial institutions?”

Intelliplan has strategies that create business stability and long term success. If your business needs a better route to financial liquidity, Intelliplan will craft a unique business financial plan that is easy to access and simple to manage.

Avoid Large Year End Taxes with Our Tax Planning Strategies

Avoid Large Year End Taxes with Our Tax Planning Strategies

When the year ends, Intelliplan can protect your earnings and ease your tax burdens with comprehensive tax strategies.

Schedule An Appointment

Intelliplan will set you on the path to financial success, in business, retirement, and all of life’s little moments. Schedule your financial analysis today.

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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