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Schedule A Call2023-09-12T16:29:46+00:00

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Start the Journey to Financial Freedom

Intelliplan is building the portfolios of 100s of future focused individuals and it is your turn to join them.

We’re here to help you live the life you want, and that starts with an initial call to briefly discuss your concerns and to see if we’re a good fit.

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Retirement income planning doesn’t have to be complicated.

Here’s how we keep it simple.

Schedule A Call

We’re here to help you live the life you want, and that starts with an initial call to briefly discuss your concerns and to see if we’re a good fit.

Discovery Meeting

We will walk you through a financial questionnaire for a deeper understanding of where you’re at, where you want to be and what’s most important to you when it comes to your financial future.

Design Meeting

We begin putting together our recommendations. We’ll provide you with an easy to understand custom holistic retirement income plan.

Delivery Meeting

We’ll meet to review your custom holistic retirement income plan, step by step. We’ll go through your questions and then once agreed, we will walk you through our simple next steps for implementation.

Not ready to schedule?

Send us a message and we will answer your questions.

Call Us

(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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