About us
At Prosperity Planning, we understand there is something even better than success, which is prosperity. Prosperity is the peace of mind of knowing all the moving pieces of your finances have been optimized. Prosperity means you can enjoy the financial freedom you have worked so hard to attain. We are a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in Kansas City, MO, working with people just like you—savvy individuals seeking expert advice from a trusted professional. In addition, our in-house Certified Public Accountant (CPA) provides tax planning across all areas of your wealth so that you can use after-tax dollars more effectively. Our clients include pre-retirees, business owners, divorcees, and high-income women. In collaborating with you, our team works to discover your vision of prosperity, then develops a comprehensive plan to transform that vision into reality. We provide accountability, expertise, and encouragement. Even more, we guide you every step of the way in carrying out your plan. This process is centered around your Prosperity Planning Blueprint™ where every recommendation is in writing and customized to your unique needs. The Prosperity Planning Blueprint™ is a structured process that uncovers financial obstacles and opportunities and is supported by our team of CFP® professionals. It includes: • Customized investment recommendations • Tax analysis and planning • College funding • Health care and insurance planning • Employee benefits review • Advice on stock options and restricted stock • Estate and beneficiary review • Charitable giving strategies • Additional services for business owners including exit strategies and calculations of business value To begin transforming your success into prosperity, our fee-only fiduciary financial planning firm offers a complimentary 30-minute call to discuss your situation. Visit us at prosperityplanninginc.com to schedule yours.
- Website
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http://www.prosperityplanninginc.com
External link for Prosperity Planning Inc
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- North Kansas City, MO
- Type
- Privately Held
- Founded
- 2004
- Specialties
- lifetime income planning, social security, investment planning, health care and insurance planning, long term care insurance, tax planning, cash management, estate planning, life transition planning, inheritance planning, education planning, business planning, divorce financial planning, and financial planning for women
Locations
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Primary
1920 Buchanan Street
North Kansas City, MO 64116, US
Employees at Prosperity Planning Inc
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Cindy Richey, CFP®, CDFA
Wealth Manager | President and Founding Partner at Prosperity Planning
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Patti Pluenneke
Client Service Associate at Prosperity Planning Inc
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Ryan Noble, CFP®
Wealth Manager | CERTIFIED FINANCIAL PLANNER® | Partner at Prosperity Planning Inc
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Justin Locke
Associate Financial Advisor
Updates
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Prosperity Planning recently hosted a conference call with economist, Marci Rossell, PhD to hear her take on the current state of the economy and what lies ahead. https://lnkd.in/gEykAdWR
Highlights from Marci Rossell's Economic Commentary | Prosperity Planning, Inc.
prosperityplanninginc.com
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Prosperity Planning Scholarship Awarded to Northland Student https://lnkd.in/g3UY5sdV
Prosperity Planning Scholarship Awarded to Northland Student | Prosperity Planning, Inc.
prosperityplanninginc.com
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For over thirty years, the Women's Employment Network has helped women in Kansas City overcome obstacles and gain financial independence. This event was a moving celebration of their success and we were honored to be part of it. #WENItsMyTime
A sincere expression of gratitude to our esteemed sponsors for the 2024 Annual Luncheon! 🎉Bronze Sponsors: Ann Baum, G Kenneth & Ann Baum Philanthropic Fund, Centric, Cigna Healthcare, Ferrellgas, Orange EV, Delta Dental Ins., Prosperity Planning Inc, TouchNet, A Global Payments Company, CPC, LLC 🌟 Patron Sponsors: Aaron Mefferd Creative, Archer, Bank Midwest, Central Bank of Kansas City, Edgar Law Firm, Garmin, Hartline Construction, Henderson Engineering, Holman Schiavone, Husch Blackwell LLP, Injury Law Associates, Kansas City Life Insurance Company, KPMG, Lewis Rice LLC, MarksNelson, Nazdar, Barbara Koval Nelson, Olsson, Polsinelli, Regents Flooring, Tanya Rodecker Wendt & Nicolle Ratliff, RSM, SLATTERY, Staffing Kansas City, Susan Stanton, Westlake Ace Hardware We extend our deepest appreciation for your generous support, which serves as the cornerstone of our mission to effect substantial change right here in Kansas City! 🌆 🤝 #WENItsMyTime #CommunitySupport
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Prosperity Planning is excited to sponsor the upcoming Easter Celebration at Chicken N Pickle - North Kansas City on Saturday, March 30th at 11 am. Join us for brunch, an egg hunt, and more! https://lnkd.in/gbrwgk_2
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So happy to support this great event!
Prosperity Planning is excited to attend the WIN for KC Women's Sports Awards on Tuesday, January 30th. The annual event recognizes women and girls throughout Kansas City making a difference through sports and fitness. https://lnkd.in/eCHJY2HY
WIN for KC - Women's Sports Awards — Kansas City Sports Commission & WIN for KC
sportkc.org
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Prosperity Planning is excited to attend the WIN for KC Women's Sports Awards on Tuesday, January 30th. The annual event recognizes women and girls throughout Kansas City making a difference through sports and fitness. https://lnkd.in/eCHJY2HY
WIN for KC - Women's Sports Awards — Kansas City Sports Commission & WIN for KC
sportkc.org