About Us > Mission Statement

Mission Statement

Our Mission: To make an impactful and positive difference in the financial lives of our clients through a professional, ethical and respectful relationship with our financial and insurance planning team.

Our Goal: To create complete financial and insurance plans that will help our clients to preserve what they already have, shield them from financial uncertainty, and try to help protect the future of their loved ones in the most efficient way possible.

We are fully committed to providing the highest level of services to our clients. We are dedicated to serving our clients’ best interest, to earning their trust and confidence by operating with integrity, and to exceeding our clients’ expectations. We place value in the long-term relationships we form with our clients and will strive to fully understand our clients’ needs, and work with them to accomplish their personal and individual goals.

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. 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. Dowd & Associates and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. (Insurance and Tax Services, etc.) offered through Dowd & Associates 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.