Prosperity Advisors

Our purpose is to make a positive difference in the lives of our clients by professionally dedicating ourselves to their financial well-being. We are focused on helping our clients build, preserve and maximize their wealth. We accomplish this by combining comprehensive financial planning, disciplined investment strategies and completely objective advice. And because we serve a select group of high-net-worth individuals and business owners, we are able to offer highly personalized service with attention to every detail. The results consistent, well-planned strategy designed to meet the unique needs of each client.

Founded in1979, Benefit Insights Inc. is a provider of a variety of retirement planning services. Located in Overland Park, Kan., the firm is a full-service employer sponsored retirement plan administration and consulting firm. The organization specializes in design, implementation, administration and communication of a range of retirement plans. Benefit Insights Inc. is a fee-for-service consulting firm. The company offers an array of services that include plan design and implementation, cafeteria plan administration, consulting and more. In addition, it provides a host of other services, such as annual compliance testing, government reporting and defined contribution plan recordkeeping, among others.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.