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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The true cost of raising a child may be far more than you expect.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Gaining a better understanding of municipal bonds makes more sense than ever.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
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