Intelliplan Financial

Intelliplan Financial is a small financial planning firm located in Gahanna, Ohio. With three employees, the company generates an annual revenue of $2.5 million. They provide comprehensive retirement income planning services, guiding clients toward smarter financial decisions. Intelliplan Financial believes in a simplified holistic approach to retirement planning, integrating investments, insurance, taxes, Social Security, Medicare, and estate planning. Their services are tailored to individuals seeking to secure their financial well-being during retirement. The company emphasizes education as a crucial element of its planning process. They aim to empower clients with a clear understanding of retirement income planning, reducing anxiety and fostering confidence in their financial choices. Intelliplan Financial offers complimentary consultations to potential clients, providing an opportunity to discuss their individual needs and explore how the company can assist them. For further information or to schedule a consultation, visit Intelliplan Financial's website at intelliplanfinancial.com. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA), an SEC-registered investment advisor. Client details regarding PCA can be found on the SEC's website at www.adviserinfo.sec.gov.