Prosperity Planning Inc

Description

• At Prosperity Planning our pledge is simple-- to make your financial life easier by helping you make good decisions with your money. We provide objective advice, professional investment management, and highly personalized service. Whether you are planning for major life changes or just want a second opinion, our advice is based on only one thing - what is best for you. Typically our clients are people who are financially successful with investable assets of $500,000 or more. We serve high-income professionals, small business owners, pre-retirees, and retired clients. We have a special focus on working with individuals through life transitions and financially independent women. Our clients tend to be information seekers and prefer a partnership type relationship with a financial advisor. We provide planning assistance in a variety of areas and are here to help you with lifetime income planning, investment planning, health care and insurance planning, estate planning, life transition planning, tax planning, business planning, and cash management.Securities and investment advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC. Prosperity Planning is under separate ownership from Cetera Advisors LLC. Cetera is a leading provider of services to independent financial professionals nationwide
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  Headquarters:1805 Northwest Platte Road Suite 100, Kansas City, Missouri, United States

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  Phone Number: +1 816-587-7526

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  Website: http://www.prosperityplanninginc.com

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  Employees:6

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  Revenue:$1 - 10M

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  Legal Name:Prosperity Planning Inc

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• |  NAICS Code: 523930  |

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