Fee-Based Service Model

Financial & Retirement Planning, as well as Advanced Holistic Planning

Bronze

The Bucket Plan Planning Process
Cash Flow Analysis
Volatility Tolerance Analysis
Portfolio Recommendation
Life Insurance Audit
Medicare Insurance Evaluation
Periodic Review Meetings

Silver

Includes Bronze Benefits
Family Estate Organizer
Social Security Optimization
Advice on Outside Accounts
Asset Sheet
Beneficiary Designation Review
Priority Access

Gold

Includes Bronze & Silver Benefits
Back-testing Software Solutions
Investment Audit
Legal Document Review
Probate Avoidance Strategies
Term Care Risk Mitigation CPA

Platinum

Includes Bronze, Silver, & Gold Benefits
Prepare Tax Return
3 Year Tax Audit
Income Tax Reduction Strategies
Roth Conversion Bracket Bumping
Estate Tax Reduction
Charitable Tax Planning

The Holistic Planning Process

Clarity 2 Property

Step 1 Understanding Where You Are Now

Getting to know our firm

Understanding your goals and objectives

Understanding your current finances

Services we offer to meet your needs

Taking action on organizing your financial life and goals

Step 2 Determining Where You Want to Go

Organizing your financial life and estate

Understanding your net worth

Understanding your goals and cash flow

Developing a plan for implementation

Step 3 Achieving a Holistic Plan

Recap progress we have made

Designing your customized Bucket Plan

Aligning your market volatility tolerance with your plan

Recommendations provided

Implementing your plan

Step 4 Providing Continual Services & Support

Ongoing consultation

Customized review process

Annual plan update meeting

Proactive communication & Education

Client appreciation events

Limitless availability

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Atlantic Asset Advisors and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Atlantic Asset Advisors are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.