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Prosperity Planning, Inc.
Convertir las metas de jubilación en una hoja de ruta personal de confianza.
5(5 reseñas)
Business
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Convertir las metas de jubilación en una hoja de ruta personal de confianza.
Prosperity Planning, Inc. en North Kansas City, MO ofrece planificación financiera orientada a objetivos y orientación de inversiones. Los clientes elogian una plataforma interactiva de planificación de la jubilación que construye una hoja de ruta personal para la jubilación, un historial de rendimiento a largo plazo de la cartera y un equipo amable y orientado a los datos. Desde la incorporación hasta las revisiones continuas, destacan el servicio personalizado y el acceso a contadores públicos certificados (CPC) y abogados.
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Desarrollo de planos interactivos basados en software adaptados a tus objetivos de jubilación específicos y aspiraciones de estilo de vida.
Gestión experta de carteras de inversión con estrategias impulsadas por datos para hacer crecer y proteger tus activos.
Evaluaciones holísticas que cubren carteras financieras, cobertura médica, Seguridad Social y tendencias a largo plazo.
Planificación personalizada para alinear las inversiones con tus objetivos personales y financieros, adaptándose a los cambios económicos.
Colaboración con contadores públicos certificados, abogados y otros profesionales para ofrecer soluciones financieras integradas.
Prosperity Planning has helped grow our portfolio for over 20 years. As we enter retirement we could not be more appreciative of their expertise, resources and friendly team. We HIGHLY recommend them to manage your portfolio.
The #1 thing I like about Prosperity Planning is their interest in wanting to know what my retirement goals are! This is the foundation used in their interactive planning software to build my personal retirement blueprint. Both, Ryan Walker and Dan Reiter are excellent to work with as my financial team! I like how they ensure my retirement goals are matching the changing economic environment. I couldn't be happier or more confident that my finances are being cared for at Prosperity Planning!
Cindy Richey and her entire team at Prosperity Planning have earned our trust and esteem. Over two decades they have repeatedly helped us identify our personal goals, make future plans and build an investment strategy aimed at meeting those goals. Their reputation in the community means they have existing relationships with many other professionals (e.g., CPAs, attorneys) in our area, and can provide recommendations or partner with our existing team as needed. The Prosperity staff have a clear understanding of long-term trends and are incredibly adept at leading data-driven conversations about investment choices and performance. They know their clients personally and are genuinely interested in your lives and well-being. In the rapidly evolving "tech heavy" world, it is refreshing to work directly with other people--people who really care about the individual people they serve.
From our first phone conversation through their comprehensive onboarding process, we knew we were in good hands with Prosperity Planning. They generously gave of their time and expertise to support a new start-up, and I truly feel set up for success. The services they have already provided us have far exceeded competitors in the local marketplace. I would like to especially recognize Cindy, Alyssa, Dan, and Travis. You truly provided a customer experience like no other. We are grateful to have you as our financial planning team and long-term financial success partners! With sincerity and many thanks, Brenda
I have appreciated the working relationship I have with the professional people at Prosperity Planning. They offer comprehensive reviews of not only my financial portfolio, but also of medical and social security questions regarding coverage. They listen to my POV and offer suggestions based off of my goals.
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