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Privacy Policy

Privacy Policy2023-01-11T14:44:02+00:00

It is important to Intelliplan Financial that our clients are aware of our company’s Privacy Policy. Financial Professionals, like all companies who receive personal financial information pertaining to their provision of services to customers, are required by law to inform their clients, in writing, of their policies regarding the privacy of client information. When appropriate, Intelliplan Financial is referred to below as “we.”

It is the policy of Intelliplan Financial to keep all information that we collect from you confidential from all sources. We do collect nonpublic personal information about you from the following sources:

  1. Information we receive from you during meetings & discussions, on applications, worksheets, Federal and State tax reporting forms, and from other documents we use in financial and related services.
  2. Information about your transaction(s) with us, our affiliates, and others.
  3. Information you may provide to us from outside agencies such as banks and brokerage houses.

We do not disclose any nonpublic personal information about our clients or former clients, except as permitted, required by law, or approved by you in writing as listed below:

  1. Requirements to comply with federal, state or local law,
  2. Requirements to disclose information in response to legal subpoenas,
  3. Requirements to comply with national, state or local licensing rules,
  4. Items you permit or request us to disclose, as authorized by you in writing,
  5. Information which you authorize us to disclose.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with Federal regulations to guard your nonpublic personal information.

We will not sell, rent, trade, give away, or share your personal information (including email address, telephone number, or any other identifying personal information) with anyone for any reason unless you give us your explicit permission, or it is required in order to set up the financial plan you have requested.

If you have any questions about this policy, please contact our office at 614-255-7547.

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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