Prosperity Planning

Prosperity Planning, based in Kansas City, MO, is a team of CERTIFIED FINANCIAL PLANNER professionals dedicated to providing personalized financial planning and investment management tailored to the unique needs of their clients. They focus on establishing clarity and confidence in financial decisions, guiding individuals through significant life changes, including divorce and retirement.

In addition to personalized financial plans, Prosperity Planning offers coordinated tax strategies and continuous monitoring of investment portfolios, ensuring clients maximize their financial opportunities and minimize risks. Their comprehensive approach includes collaboration with in-house Certified Public Accountants to enhance clients' after-tax financial outcomes.

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