Prosperity Advisors
Prosperity Advisors, founded in 1989 and headquartered in Overland Park, KS, offers comprehensive financial services including retirement planning, tax planning, estate planning, and investment management.
Company History
Prosperity Advisors was founded in 1989 and is headquartered in Overland Park, KS. Over the years, it has expanded its presence with offices in multiple locations including Overland Park, KS; Akron, OH; Toledo, OH; Dayton, OH; Carmel, IN; and Greensboro, NC.
Financial Services Offered
Prosperity Advisors offers a range of financial services designed to meet diverse client needs. Their offerings include retirement planning, tax planning, estate planning, and investment management. They provide specialized services for employer retirement plans, including 401(k)s, 403(b)s, SEP, SIMPLE IRA Plans, Profit Sharing Plans, and Non-Qualified Plans.
Internship and Scholarship Programs
Prosperity Advisors offers a paid internship program for students pursuing a degree in financial planning or a related field. Additionally, they provide a scholarship at Kansas State University aimed at closing the wealth gap and increasing access to financial planning careers for underrepresented populations.
Client Portals and Financial Tools
Prosperity Advisors provides a variety of client portals for seamless financial management, including AdviceWorks, Albridge, and NetXInvestor. They also offer numerous calculators and tools on their website, assisting clients with retirement savings, tax estimations, and investment comparisons.
Educational Resources and Market Analysis
Prosperity Advisors hosts regular market updates and webinars, offering clients experienced market analysis. They also provide a wealth of educational resources and articles on topics such as financial literacy, investment strategies, and retirement planning. Comprehensive employee education for retirement plans is also available, including on-site presentations, one-on-one sessions, webinars, and phone consultations.