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Retirement Planning & Advisory Services

Retirement brings a lot of complex choices.  Decisions such as when is the best time to take Social Security, tax planning based on your retirement income, making Medicare and other health insurance choices and planning for long-term living.

Based on decades of experience, we understand that the best financial plans are holistic in nature and incorporate all aspects of your financial life, including: investments, insurance, tax planning, Social Security strategies, Medicare and estate planning.

Throughout our comprehensive financial planning process, we help our clients identify and answer critical questions, such as:

  • How do I avoid running out of money in retirement?
  • How can I reduce the effects of market volatility on my retirement?
  • How can I minimize the tax burden on my investments?
  • How do I provide for my spouse or loved ones after my passing?
  • How can I fund my grandchild’s college, a gift to charity and similar?

Often times, financial professionals operate in silos without a full picture of your financial needs, goals and resources. By taking the holistic approach, we look at all angles and are able to analyze and advise you on your entire financial situation.

Our knowledgeable financial advisors will analyze your accounts and make adjustments based on economic conditions, inflation and interest rates. This way, we can help maximize income throughout retirement by also controlling taxes, fees and risk in our recommendations.

Finally, as part of that financial plan, we make a commitment to put the needs of the client first. In addition, our commitment to our clients includes disclosing how we will be compensated for our financial advisory services.

learn more about our holistic planning process.

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Schedule a Free Consultation

Schedule a meeting with us! We will pair you with one of our financial advisors and assess your financial goals and needs. Just submit your information and our office will be in touch as soon as possible. 

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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. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Kyleah A. Parson, Ph.D. and Lisa Chenet are Investment Advisor Representatives of PCA. 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.