We are honored by your interest in Prosperity Financial! There will be no “cookie-cutter” plans here. You will not be lumped into a group which receives the same treatment across the board. We have multiple investment strategies which can be implemented to meet your individual needs. Your interests are our first priority, your plan always receives individual attention, and you will not be lost in the shuffle.
We manage assets for families, business owners and professionals with Cetera Advisors acting as Broker/Dealer. We are also a member of the Prosperity Network of Advisors. This consortium of roughly 100 advisors offers its members back office support, investment research, industry knowledge and compliance. We stay connected with peers and industry leaders insuring current, customized financial planning and investment advisory strategies. We are independent to serve our clients first, but certainly not alone.
For the benefit of our existing clients and their families, we will accept only a limited number of new clients every year. We want to maintain our ability to always be able to provide the highest level of service. Just as you would interview us for a long-term relationship, we will evaluate our compatibility and how our services will fit your needs and objectives.
We have strong, lasting relationships; we hope that you will accept our complimentary consultation so we can begin ours. Please know that all personal and financial information is treated with strict confidentiality whether or not you become a client. To schedule a meeting, please contact our office at 314-336-5888. Thank you very much for your interest in Prosperity Financial!
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Do you understand these common mobile slang terms?
Tax preparation may be the perfect time to give the household budget a check-up.
Being healthy not only makes you feel good, it may also help you financially.
Protect yourself against the damage that your homeowners policy doesn’t cover.
A letter of instruction provides additional and more personal information regarding your estate.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
Smart investors take the time to separate emotion from fact.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A special needs trust helps care for a special needs child when you’re gone.
There are a few things to consider when buying or leasing your next vehicle.