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Your Choice for Adviser
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Your Prosperity Team works for you.
Our team of fee based Certified Financial Planners® has chosen a best practices approach to provide extraordinary approaches with a team of talented professionals.
Our experience has shown two typical models in the industry for providing advisory services: the comprehensive financial plan document or the modular services agreement. While the comprehensive plan is more thorough, many clients balk at the amount of time and money required for a document that is quickly obsolete. The modular approach often begins with the adviser providing investment or insurance services, and some review of the other aspects of your financial needs on a seemingly random timetable. Our approach is different. We have developed a 360 degree strategy cycle that considers your priorities to schedule a cycle of financial reviews to give you a thorough set of financial solutions, capped off with a summary and review. We then repeat the cycle to incorporate the changes in your life and changes in opportunities and options. Each cycle is based on your priorities; our goal is to be relevant and thorough without disrupting your already busy life.
There are four members of your team that contribute to the accomplishment of your overall plan: your financial adviser, your portfolio analyst, your service first administrator and you.
Having a financial advisor is like having a wealth of knowledge, available to you and filtered to the essence of what you need to make an informed decision. Your financial decisions belong to you. You are the best person to determine a suitable course of action… as long as you have the important facts to make an informed decision. Each of these team members contributes valuable perspective and leadership.
Our financial advisers are experienced and recognized. With decades of financial advisory experience comes a great deal of understanding. Your advisor is ready to share his/her specific knowledge and experience for your situation today and the financial challenges you may face in the future. Our financial advisors are Certified Financial Planners®; the most recognized and esteemed financial planning designation, indicating that the financial advisor has met the industry’s most rigorous education, examination, experience and ethics requirements.
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Our financial advisors are a unique value we bring to our client relationships. The financial advisor is involved in your case plan to help you accurately measure your financial situation, assess your resources, and recommend suitable investments and income strategies. The financial advisor then monitors the holdings and performance of your portfolio, updates your plan, and communicates needed information between us. Each financial advisor has a defined number of clients and is actively engaged with each client. Each financial advisor is an Investor Advisor Representative with Multi-Financial Securities Corporation. Their monitoring process, planning process and review process are all designed around our 360⁰ disciplines.
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A key member of your team is the Service First client administrator who works to implement your plan, and assure timely execution. Our Service First administrators are experienced in dealing with the varied components of the financial industry, and are trained in fundamentals of retirement plans, taxation, charitable, estate and financial strategies. Like your analyst, they have a defined number of clients and they specialize in you. That team works together on delivery, but you will have a single point of contact for all of your administrative needs.
A capable office staff that schedules and prepares for meetings, as well as handles office administration, round out our team.
LinkedIn Bios
You play a key role in the success of the work we do for you. Providing accurate information, giving thought to the impact of our planning and lending your perspective will help us to craft financial solutions for you to choose from. It may seem a daunting task at first “to go get your ducks in a row”. Our experience is that many clients begin by laying a basic planning foundation on which we build over time. We add pieces and definition to each of the parts of your financial picture until, over time, together we have a solutions design that we can administer through the uncertainties of life.
Paul W. Ewing, CFP in our office has been recognized for his accomplishments and commitment to quality:
- 2009, 2010, 2011 Barron’s Circle of Distinction Top 400 Wealth Managers
- 2009, 2010 Five Star Service Award for Wealth Management as seen in KC Magazine in April 2009 and Midwest CEO in January 2009
- 2007 Top 100 Independent Advisors (Registered Rep Magazine)
- 2007 finalist for Branch Manager of the Year Award (Wealth Manager Magazine)
We share your conviction about the community we belong to. Some of the areas we have partnered and volunteered for include:
- Living Waters Christian Canoe Ministry (Paul Ewing is founding and executive Director with his family)
- Heart of America Council Boy Scouts of America (William T. Easley)
- Mission Southside (a new Johnson County coalition of support programs for the poor in our community, Paul Ewing is a member of the founding board)
- WAASTA, Aar Aghan, A children’s home for children born to young Nepal girls in the sex trade in Western India
- Habitat for Humanity
- Heart to Heart International
- Desoto Youth Ministry
- Alzheimer’s Association
- Church of the Resurrection – Resurrection Hunger Ministry
