At Prosperity Planning, we understand 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. Prosperity means you can enjoy the financial freedom you have worked so hard to attain.
We are a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in Kansas City, MO, working with people just like you—savvy individuals seeking expert advice from a trusted professional. 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.
Our clients include pre-retirees, business owners, divorcees, and high-income women. In collaborating with you, our team works to discover your vision of prosperity, then develops a comprehensive plan to transform that vision into reality. We provide accountability, expertise, and encouragement. Even more, we guide you every step of the way in carrying out your plan.
This process is centered around your Prosperity Planning Blueprint™ where every recommendation is in writing and customized to your unique needs. The Prosperity Planning Blueprint™ is a structured process that uncovers financial obstacles and opportunities and is supported by our team of CFP® professionals. It includes:
• Customized investment recommendations
• Tax analysis and planning
• College funding
• Health care and insurance planning
• Employee benefits review
• Advice on stock options and restricted stock
• Estate and beneficiary review
• Charitable giving strategies
• Additional services for business owners including exit strategies and calculations of business value
To begin transforming your success into prosperity, our fee-only fiduciary financial planning firm offers a complimentary 30-minute call to discuss your situation. Visit us at prosperityplanninginc.com to schedule yours.
Company Details
- Employees
- 12
- Founded
- -
- Address
- 1920 Buchanan Street, North Kansas City,mo 64116,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- lifetime income planning, social security, investment planning, health care and insurance planning, long term care insurance, tax planning, cash management, estate planning, life transition planning, inheritance planning, education planning, business planning, divorce financial planning, financial planning for women.
- HQ
- North Kansas City, MO
Prosperity Planning Inc Questions
Prosperity Planning Inc's website is http://www.prosperityplanninginc.com
Prosperity Planning Inc's LinkedIn profile is https://www.linkedin.com/company/prosperity-planning-inc
Prosperity Planning Inc has
12 employees.
View email and phone details for 12
employees at Prosperity Planning Inc.
Prosperity Planning Inc's industry is
Financial Services
Prosperity Planning Inc's top competitors are
Ascend Wealth Management,
Dau Concept,
Legacy Financial Strategies, Llc,
Prosperity Advisors,
Bulldog Demolition & Construction Services,
First Tee - Greater Charleston,
Keen Wealth Advisors,
Aspyre Wealth Partners®,
Dogwood Wealth Management,
Prosperity Planning Pllc.
Prosperity Planning Inc's categories are Financial Services
Prosperity Planning Inc's founding year is 2004
