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!
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Here are six flags that may make your tax return prime for an IRS audit.
Important items to consider when purchasing condo insurance.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
With alternative investments, it’s critical to sort through the complexity.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here is a quick history of the Federal Reserve and an overview of what it does.
Taking your Social Security benefits at the right time may help maximize your benefit.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
It’s never a bad time to speak with your financial advisor about changes in your situation.