Additional Services
Other Comprehensive Services We Provide
Insurance
Life insurance can be confusing and overwhelming - we're here to help! Click the following link here to answer a few simple questions to see how much estimated life insurance you'd require for yourself and your family
Estate Planning
Estate planning is deciding while you're alive how you want your estate distributed after your death. But it can be more than just leaving your children an inheritance. Failing to plan for your own death may leave your life partner or other loved ones in financial trouble.
Health and Medicare
Health care is one of the biggest expenses in retirement. A bad health care decision can cost thousands of dollars annually, and a lack of planning could ruin a retirement plan. We are here to help guide you through what to expect and how you can best plan
Social Security
In retirement, your income may shift from a steady salary to a Social Security and pension benefit - but it is often inadequate. We help by creating reliable income streams that can include using various sources such as a 401(k), IRA, CD, or annuity
Don't Face Retirement's Challenges Alone
Reach out now to learn more and speak to our experts!
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its corporate registered office 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. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. The Lynch Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance, Investment, and Tax Services offered through The Lynch Financial Group are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. 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.
For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com.