Prosperity Planning Inc Email Format

Financial ServicesMissouri, United States11-50 Employees

Prosperity Planning Inc is a fee-only financial planning firm in the financial services industry, based in Kansas City, Missouri. The team includes CERTIFIED FINANCIAL PLANNER™ professionals and an in-house Certified Public Accountant who provides tax planning across client wealth. The firm follows a written, customized process that translates client goals into actionable recommendations and identifies financial obstacles and opportunities. Its scope covers investments, tax planning, college funding, health care and insurance planning, employee benefits, stock options and restricted stock guidance, estate planning and beneficiary reviews, charitable giving strategies, and, for business owners, exit planning and business valuation.

The firm serves pre-retirees, business owners, divorcees, and high-income women seeking professional guidance to optimize their finances. Based in Kansas City, Missouri, it operates as a fee-only fiduciary financial planning practice, and in January 2022 announced the addition of an Associate Financial Advisor to its team.

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