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!
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What does the Tax Reform and Jobs Act mean for you?
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn how to harness the power of compound interest for your investments.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
That big list of dreams and goals isn't the only way to look at your bucket list.
There are three things to consider before dipping into retirement savings to pay for college.