Prosperity Planning Inc.
Homepage http://www.prosperityplanninginc.com
LinkedIn Profile https://linkedin.com/company/pros***plannin***
HQ Location
United States , Missouri, Kansas City1805 NW Platte Road Suite 100 Kansas City, MO 64150 United States
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,
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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