Many people aren’t really sure what a financial advisor really does, and how they can help. Advisors aren’t just for retirees. At any phase of your life – starting out, recently married, new parents, mid-life, divorcing, widowed, aging - we can help you make the informed and wise financial decisions.
Our range of services only begins with investing. We can help you with retirement planning, and tax and estate strategies. Do you need specialty planning services – divorce, charitable giving, or business succession advice? How about college savings, or long-term care and disability coverage? We’re stocked with the experts to assist you in all of these areas – and others, too.
Solid, strategically executed investments play a key role in your financial future. A diversified mix of savings strategies and a personalized portfolio will help you achieve your goals and provide confidence along the way. You’ll want to read this: “The Value Proposition of a Qualified Financial Advisor”.
We all have values, dreams, ambitions, and goals. That’s something we all share. As true partners in the financial planning process, we can help you achieve and experience the rewards of a plan purpose-built for you and your family. That's Prosperity.
Four years in a row, we’ve been named to the Financial Times 400 Top Financial Advisors list. We are the only advisors in Kansas City with this distinction. Our focus is to provide unbiased, experienced opinions that are designed to achieve long term investment results.
With over 30 years of experience, Prosperity Advisory Group is dedicated to providing informed advice to every client.