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!
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
This calculator shows how inflation over the years has impacted purchasing power.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
An overview of some fundamental steps when a loved one passes.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Do you have causes that you want to support with donations?
Savvy investors take the time to separate emotion from fact.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
For women, retirement strategy is a long race. It’s helpful to know the route.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.