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The only Independent Financial Advisor and CFP® in Kansas or Missouri to be named to the Financial Times Top Advisers list three years in a row!

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Choose Prosperity

Enough is greater than more. Prosperity brings the power of knowledge and experience to help you achieve freedom and goals through purpose based planning.

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FIT-TO-RETIRE®

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.

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Helpful Content

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

How Financial Advisors Are Compensated

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Rightsizing for Retirement

What does your home really cost?

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