How to Work with PCA

Work with PCA

Become a PCA Affiliated Advisor

Build a Holistic Business. Create a Holistic Plan. Become a Holistic Advisor.

If you are an independent financial advisor searching for the tools and resources needed to provide holistic financial plans for your clients, Prosperity Capital Advisors (PCA) is your solution.

Tap into planning tools and training, such as The Bucket Plan® signature planning process, and receive support from our team of CERTIFIED FINANCIAL PLANNER professionals, business partners and numerous online resources to help you every step of the way.

Our process-driven business will give you the tools you need to create coordinated, holistic financial plans that incorporate your clients’ investments, insurance, tax, estate, Social Security, retirement income and healthcare planning needs.

GET STARTED

Ready to deliver holistic financial plans in the best interest of your clients? 
Contact us today to learn more about how to become a PCA advisor today!

Contact Us