Financial & Retirement Planning, as well as Advanced Holistic Planning
Clarity 2 Property
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
Organizing your financial life and estate
Understanding your net worth
Understanding your goals and cash flow
Developing a plan for implementation
Recap progress we have made
Designing your customized Bucket Plan
Aligning your market volatility tolerance with your plan
Recommendations provided
Implementing your plan
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.
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