Guides

Practical guidance from the advisors who plan with clients every day

These guides were developed by Prosperity Capital Advisors to address planning topics that are relevant to many of the clients we serve, including taxes, retirement income, wealth management for business owners, estate planning, and more. Download any guide at no cost, or connect with an advisor to discuss how these ideas may apply to your situation.

  • Wealth Management for Business Owners

    Wealth Management for Business Owners: 5 Strategies to Build, Protect, and Transition Your Success

    Five strategies that may help you reduce taxes, build wealth outside your business, and plan an exit on your own terms.

  • 10 Proactive Tax Management Strategies for Retirement

    10 Proactive Tax Management Strategies for Retirement

    Keeping more of your money can mean more freedom to enjoy the retirement you deserve.

  • Complete Estate Planning Checklist

    Comprehensive Estate Planning Checklist

    If something happened tomorrow, would your plan protect the people you love?

  • The Bucket Plan® Philosophy

    The Bucket Plan® Philosophy

    A strategic, structured approach to organizing your assets for today's financial challenges and the retirement ahead.

  • A Woman's Guide to Retirement Planning

    A Woman’s Guide to Retirement Planning

    Too often, women are handed cookie-cutter advice that ignores the realities of their lives.

Ready to Put These Ideas into Practice?

The ideas in these resources shape how we plan with every client. Connect with a Prosperity Capital Advisors advisor to see how they apply to your financial life.