About Us > Our Promise

Our Promise

  • We provide our clients with a Financial Road Map: the big picture of where you are now, where you want to be, and what’s important to you. This comprehensive step-by-step financial plan is provided to all of our clients after a thorough consultation and review.
  • Proactive: We use a review process to anticipate future needs before they occur rather than reacting after it may be too late.
  • Personal: All clients have assigned advisors to help them stay on track and
    create the desired results in the target time frames.
  • Progressive: All clients receive regular
    progress reports so that they know exactly where they stand in reaching their goals.
  • As part of this Financial Road Map, you will be provided with detailed solutions and explanations for resolving your financial issues and reaching your personal goals. You will then work with a trusted professional to implement your chosen plan.

 


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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.