The only Independent Financial Advisor and CFP® in Kansas or Missouri to be named to the 2016 Financial Times Top Advisers list.
Enough is greater than more. Prosperity brings the power of knowledge and experience to help you achieve freedom and goals through purpose based planning.Learn More
Retirement readiness isn't just about your finances. It's also about health, relationships, self-identity, and social life. Our unique FIT-TO-RETIRE® program gives you a readiness roadmap to embark on a successful retirement.Learn More
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Lifestyle considerations in creating your retirement portfolio.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Six overlooked tax deductions to help manage your tax bill.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
What are your options for investing in emerging markets?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The market is as unpredictable as the weather. We’d love to help you prepare.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?