The Prosperity Planning Blueprint™

We create a Prosperity Planning Blueprint™ for our clients including pre-retirees, business owners, divorcees, and high-income women. Topics include:

Customized investment recommendations
Customized investment recommendations
Tax analysis and planning
Tax analysis and planning
College funding
College funding
Health care and insurance planning
Health care and insurance planning
Employee benefits review
Employee benefits review
Advice on stock options and restricted stock
Advice on stock options and restricted stock
Estate and beneficiary review
Estate and beneficiary review
Charitable giving strategies
Charitable giving strategies
Additional services for business owners including exit strategies and calculations of business value
Additional services for business owners including exit strategies and calculations of business value
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1920 Buchanan Street, North Kansas City, Missouri 64116 | (816) 587-7526 | info@prosperityplanning.com

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Investment advisory services offered through Prosperity Planning, Inc., a registered investment advisor.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.