Taxes

• Tax Planning
  In addition, our in-house Certified Public Accountant (CPA) provides tax planning across all areas of your wealth so that you can use after-tax dollars more effectively.
• Charitable Giving
• Estate Taxes
• Tax Services
• Income Tax
• Capital Gains Taxes
  As another example, if you choose to sell your business to insiders, you may want to consider strategies such as an employee stock ownership plan (ESOP) to potentially reduce capital-gains taxes. Such plans may require you to potentially change how your business is set up in advance (e.g., “S” corporation vs. “C” corporation).

Investment

• Investment Management
  Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy ( including the investments and/or investment strategies recommended by Prosperity) or product referred to directly or indirectly by Prosperity in its web site, or indirectly via a link to an unaffiliated third-party web site, will be profitable or equal the corresponding indicated performance level(s). The standard deviations, information ratios and allocation targets may be higher or lower at any time. There is no guarantee that these measurements will be achieved. The information provided should not be considered a recommendation to purchase or sell a particular security. Any specific securities identified do not represent all the securities purchased, sold or recommended for advisory clients, and may be only a small percentage of the entire portfolio and may not remain in the portfolio at the time you receive this report. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
• Wealth Management
  Our wealth management firm in Kansas City, Missouri, partners with high-achieving professionals just like you to transform success into prosperity—the freedom to live a fulfilling life today while staying on track for the future.

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  Prosperity Planning, Inc (“Prosperity”) a registered investment advisor. Financial Planning and advisory services provided through Prosperity. This web site is limited to the dissemination of general information pertaining to its diversified services. Accordingly, the publication of this web site should not be construed by any consumer and/or prospective client as Prosperity solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. https://adviserinfo.sec.gov/firm/summary/298268
• Retirement Planning
• Long Term Care
  You seek a professional you can trust to check off those to-do boxes—someone with the expertise to integrate all the areas of your wealth so you can feel assured that your retirement transition will be a success.
• Asset Management
  Knee-jerk reactions can be detrimental to your investment strategy. Remember, short-term market fluctuations don't necessarily negate long-term growth potential. Unless your financial goals have undergone a significant shift, sticking to your asset allocation plan (the specific percentages of your portfolio allocated to different asset classes like stocks, bonds, and cash) is generally the best course of action. If you're unsure about your asset allocation or feel overwhelmed by market volatility, consulting a financial advisor can be a wise move. We can help you create a diversified portfolio aligned with your risk tolerance and long-term goals, ensuring you stay on track even when the market gets bumpy.
• College Funding