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!
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
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Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Assess how many days you'll work to pay your federal tax liability.
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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
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Make your retirement as exciting as your next vacation.
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