What is a Holistic Plan?
Investment strategies are created to provide growth opportunity to meet long-term needs
Insurance is designed to protect and prolong the assets you have
Tax planning helps preserve money from unnecessary liabilities
Estate planning helps ensure that your surviving spouse is protected and your final wishes are honored
Traditionally, the approach within the financial services world has been segregated. High net worth families receive holistic planning. They have a CPA or accountant, a broker or investment manager, an insurance agent, and an attorney. All of these professionals work together to create a plan on behalf of that high net worth family. Contrast that with the middle class and middle-class millionaires; they too have all of these professionals, but they all operate in silos. There is little to no communication or interaction amongst these professionals on their clients’ behalf.
At Prosperity Capital Advisors (PCA), we believe it is essential for the middle class and middle-class millionaires to have access to a well-coordinated and holistic financial planning experience, and we have made it our mission to provide those services.
When working with Prosperity Capital Advisors (PCA), all those professionals will work together to develop a well-orchestrated, holistic financial plan to help you reach your ultimate goals and objectives.