The Client
- Advice that drives results
- Listen first, then provide tailored services for each unique client
- A teacher’s heart for financial education
- No minimum account size
- Growing and evolving services to meet the financial needs of our clients
- Ongoing protection of your confidential data, including shredding, encryption, on-site and on-line security
- Embracing all members of our community, regardless of race, religion, or gender identification
- Compassion when addressing complicated situations such as divorce, the loss of a loved one, job loss, or financial crisis
- Confidential and fiduciary dealing with all clients
The Community
- Prosperity team members have leadership roles and volunteer with qualified charities
- Through our donor advised fund, Prosperity Shared, we make financial contributions to organizations within our charitable footprint
- Our charitable footprint is aligned with our deeply held conviction that we all deserve a confident future. We work with 501c3 qualified charities that:
- Work to raise financial literacy
- Meet the needs of those in our community with financial insecurity
- Address food insecurity
2022 PROSPERITY "SHARES":
- SEPTEMBER LITERACY: Prosperity sponsored a hole in the 2nd Annual Literacy KC Classic on September 17, 2022! Teams tested their skill on a mini-golf course throughout KC Live! in Kansas City’s Power & Light District. It was a great time for all ... and for a great cause! Literacy KC's mission is to advance literacy within the Kansas City metropolitan area through direct services, advocacy, and collaboration.
- OCTOBER BOOK DRIVE: October was Book Drive Month at Prosperity Advisors and the team members donated over 500 books to Book Drive KC and Bright Star Books. Both these organizations are focused on increasing ownership and reading of books for limited-resource children in their respective areas.
- NOVEMBER FOOD DRIVE: While November most often is thought of in terms of "feast", we recognize there are many in our very own neighborhoods for whom "feast" is not a given. This year, Prosperity Advisors partnered with the KC Dream Center (KS office) and the Akron-Canton Food Bank (OH office) so that we could help support our neighbors by providing them much needed food items. Together we were able to donate over 250lbs of food.