Financial Planning

Financial planning starts now...

"You can always amend a big plan, but you can never expand a little one. I don't believe in little plans. I believe in plans big enough to meet a situation which we can't possibly foresee now"  - Harry S. Truman


Planning your financial future is one of the most important things you can do in life. Every successful aspect of your life requires planning, whether it is planning a weekend, or planning a year long home improvement project. Personal financial planning could be the most important of all, because it can secure yours and your loved ones futures. Planning your financial future should not be taken lightly; there are many different aspects that should be examined. Your finances should be balanced, taking into account short-term goals as well as long-term goals.

At Prosperity Group, we take a holistic approach towards financial planning. It is important to understand your personal financial situation, your personal objectives and your children's goals. Being an independent boutique financial planning company, we have the ability to spend time with our clients forging a personal relationship that allows us to truly understand their needs. As an independent broker, we are not incented to place our clients in specific financial products and services, rather we have thousands of choices at our fingertips all designed for one purpose:  Help our clients purse thier financial objectives. 




Office: 859-341-8184
2110 Chamber Center Drive
Ft Mitchell, KY 41017

Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other entity. We are registered to sell securities in the following states: CA, FL, GA, IL, IN, KY, MI, MO, MT, OH, PA, SC, TN, VA

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