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Financial Planning

Financial Planning2022-11-13T21:36:52+00:00

Expert Financial Planning Services Ensure Your Future is Bright

Planning for the future can be a daunting task. There are so many factors to consider, and it can be difficult to know where to start. That’s where financial advisors come in. A good financial advisor will take the time to get to know you and your goals. They will then use their market knowledge to develop a plan that will help you achieve those goals.

Intelliplan’s financial advisors make your life easy by taking on the burden of planning for the future. They allow you to focus on the here and now, knowing that your future is in good hands.

Why Do You Need A Financial Advisor?

There are a lot of good reasons to have a financial advisor. For one, they can help you stay on track with your finances and meet your financial goals. They can also provide valuable insights and perspectives on financial planning and investing.

But perhaps the most important reason to have a financial advisor is that they can help you avoid making costly mistakes. We all make mistakes with our finances from time to time, but those mistakes can be magnified when we don’t have someone to help us navigate them.

A good financial advisor can spot potential problems and help us avoid them. In short, a financial advisor can save us a lot of money, time, and stress in the long run. So if you’re not working with one already, it’s definitely worth considering.

Why choose an Intelliplan Adsivor?

Intelliplan Financial is a fiduciary financial advisor, which means that our primary focus is on your success. We are legally bound to act in your best interest and always put your needs first.

Whether you’re looking to save for retirement, invest in a new property, or simply need help getting your finances in order, we will always provide unbiased advice and strive to get you the best results possible. As a fiduciary, we are required to disclose any conflicts of interest, so you can be confident that our recommendations are based solely on what’s best for you.

With Intelliplan Financial, you can be sure that you’re receiving honest, unbiased advice from a team of professionals who have your best interests at heart.

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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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