the Value Creation Conversation™

 

Focus on the Future. Your vision and priorities are the center of our process. In this first step, we learn about the future you want and your commitment to achieving it then map it to our process-driven capabilities. We introduce you to our client-centered philosophy and identify which of our two Service Models would benefit you the most.

 

The Prosperity Planner

the Partnership Builder™

 

Together We're Better. Knowing your current situation helps us determine how best to help you reach your desired future. In step two, we gather the necessary information to create a comprehensive and customized plan by evaluating your unique needs and personalized preferences.

 

the Prosperity Gameplan™

 

Your customized Prosperity Gameplan is introduced. In step three, we walk you through the strategies and options that will help you reach your goals. With your confident consent, we put the wheels in motion, focused for the future.

 

the Coach Contribution™

 

Serve as Advocates. An active plan performs best when it is reviewed regularly, and in this step we draw from established resources, capabilities and experience to keep your Gameplan aligned with your desired future. Through consistent communication and unlimited availability, we make your prosperous future our business.

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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. John Woodard is an Investment Advisor Representative 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. PCA does not provide tax, legal or insurance advice or services.