Sort posts by

October Training Corner

We are excited to provide you with the latest 2018 Training Corner. In this edition, you will find updates to several e-Learning courses and documents as well as a new resource – the seminar evaluation form. Changes to some of the most frequently used planning documents, such as The Income Gap Assessment and The Bucket […]
Continue Reading

New and Improved MentorConnect Portal

We are excited to unveil the new and improved MentorCONNECT portal! We have re-tooled the portal to improve your experience – making it easier to find the right mentor or the exact specialization you want to dive deeper into during your mentor call.

The improved functionality includes a brand new “My Office” tab where you […]
Continue Reading

Top Advisor Showcase: Brian Sak

October is officially upon us, and that means it’s time for another recap from the June Mastermind Collegium in Cleveland. In this edition, Brian Sak, CFP®, CLU®, ChFC® discusses how he and his team utilize bond alternatives to help clients avoid interest rate risk and sequence of returns risk while saving annual fees and growing […]
Continue Reading

Welcome Jason King

We are really excited to announce that your resources and support at Clarity 2 Prosperity are growing with the addition of Jason King. Jason, the son of Doug King, has grown up in the financial services industry and brings financial planning knowledge as well as practical application of The Bucket Plan to help support you […]
Continue Reading

Mastermind Joint Case Connection

As shared during our recent Mastermind Collegium, we are introducing the Mastermind Joint Case Connection. This is a service that capitalizes on the wisdom and experience held within Mastermind members. It connects advisors who run into an advanced need that is outside of their realm of experience with a Mastermind member who has both the […]
Continue Reading

Version 2.0 – The Bucket Plan Software

We are excited to announce version 2.0 of The Bucket Plan® software. This revision has been in the works for months. We couldn’t be happier to share it with everyone who has already been utilizing the application and with those of you who have been awaiting this release to begin using the platform.

What can […]
Continue Reading

PCA November Model Rebalance

As decided by the PCA Investment Committee, each November we look to rebalance the Global, Pre-Tax, and Post-Tax Models. The committee decided to create a streamlined and uniform rebalance month so that advisors can plan well in advance for any potential changes they would like to make in their client accounts. We chose November because […]
Continue Reading

C2P & PCA: We’re moving!

As we continue to grow our team and service offerings, we require additional space! We will be relocating to a new home office by Monday, March 27. Please note our new office address for future correspondence:

30400 Detroit Road Suite 201, Westlake, OH 44145
All phone numbers and emails will remain the same

Our […]
Continue Reading

New Portfolio Analytics Software

Prosperity Capital Advisors is very excited to announce a new relationship with Kwanti Portfolio Analytics to offer the Kwanti Portfolio Lab software to you and your clients at a discounted rate. We have been conducting due diligence and field testing with multiple software vendors to find a good solution to provide investment audits. We have […]
Continue Reading