Get in Touch with Us

Get in Touch with Us2025-09-04T01:13:33+00:00

Proactive financial planning in your best interest is just a call away!

Whether you’re planning for retirement, looking to make the most while in your retirement, or anything in between, we’re here to help empower you to make smart financial decisions and live the life you’ve dreamed of.

Not sure if you need an advisor or where to begin? The first step is a conversation!

Book Your 20-Minute Call — It’s on Us

Wondering if we’re a good fit or how we can help you reach your goals? We’re curious about you, too — your concerns, current finances, and your plans for the future.

Let’s talk about it over a 20-minute free call, whenever it suits you best:

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If you’ve got any questions or just want to learn more about how we can help, fill out the form. One of our friendly team members will get back to you in no time.

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(614) 255-7547

Meet Us

670 Morrison Rd., Suite 210
Gahanna, OH 43230

Email Us

hello@intelliplanfinancial.com

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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