Processes > The Prosperity Planner

The Prosperity Planner

Planning for a secure and prosperous future requires more today than any other time. With our unique approach, we provide the personalized care, professional expertise and active support to ensure your dangers are eliminated and opportunities captured. With “The Prosperity Planner” we provide an uncommon breadth of service to guide you in all areas of your financial well-being including wealth and risk management, tax and estate planning and active investment advice. Take the next step and plan for your prosperity.

STEP ONE:

The Value Creation Conversation™

Focus on the future. Your vision and priorities are the center of our process. In this first step, we learn about the future you want, your commitment to achieving it and map it to our process-driven capabilities. We introduce you to our client-centered philosophy and identify which of our two service models would benefit you the most.

STEP TWO:

The Partnership Builder™

Together we’re better. Knowing your current situation helps us determine how best to help you reach your desired future. In step two, we gather the necessary information to create a comprehensive and customized plan by evaluating your unique needs and personalized preferences.

STEP THREE:

The Prosperity Gameplan™

Activate your plan. Your customized Prosperity Gameplan is introduced. In step three, we walk you through the strategies and options that will help you reach your goals. With your confident consent, we put the wheels in motion, focused on your future.

STEP FOUR:

The Coach Contribution™

Serve as advocates. An active plan performs best when it is reviewed regularly, and in this step we draw from established resources, capabilities and experience to keep your gameplan aligned with your desired future. Through consistent communication and unlimited availability, we make your prosperous future our business.


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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.