Transforming Your Success into Prosperity
What does your Prosperity Planning Blueprint™ look like?
You have enjoyed the rewards of success, yet success has also brought more complexity, higher taxes, and new responsibilities, all of which can keep you from doing the things that made you successful in the first place.
That is where we come in.
There is something even better than success, which is prosperity.
Prosperity is the peace of mind of knowing all the moving pieces of your finances have been optimized. It is enjoying the financial freedom you have worked so hard to attain.
Your customized Prosperity Planning Blueprint™ can help transform your vision of prosperity into reality.
Financial Advisors Based in Kansas City, MO
We are a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in Kansas City, Missouri, working with people just like you—savvy individuals seeking advice that always puts their best interests first.
Together, we create the Prosperity Planning Blueprint™ to uncover the financial obstacles and opportunities on your path to prosperity.
In addition, our in-house Certified Public Accountant (CPA) provides tax planning across all areas of your wealth so that you can use after-tax dollars more effectively.
TELL US ABOUT YOURSELF
Pre-Retirees
I’m getting ready to retire and want to make sure I have saved enough money.
Business Owners
I’m so busy running my company and believe I should do more to build my personal wealth.
Divorcees
I need a financial professional’s help in making sure I’ll be OK after my divorce.
High-income women
I’m a high-income woman who wants to make great decisions about my money.
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What does your Prosperity Planning Blueprint™ look like? We offer a complimentary 30-minute call to discuss your situation and how we may be able to help.