Curious to see how we can provide a plan to help you coordinate all areas of your financial life to help you reduce your taxes and increase your wealth now and for years to come?

Feel free to use the calendar below to book a 15-30 minute chat to see if we'd be the right fit to partner together or at the very least get you answers to your specific questions to help guide you in the right direction.

What to expect during this call:

This is a complimentary, no strings attached call. Please have a general understanding of your current financial situation and please invite anyone else who you feel would be important to attend.

Typically, after this call 1 of 3 things will happen:

  1. Your questions will get answered, we’ll give you the advice you are looking for or we’ll help point you in the right direction if we are unable to directly help.

  2. You may feel that for whatever reason you changed your mind and don’t feel like we’d be a good fit, which that’s OK! We’ll part as friends, and we always have an open door policy should something change in the future. Alternatively, there are times when we determine that we don’t feel we’ll be able to help or that how we serve our clients will be in your best interest. If that’s the case, we will let you know and with your permission suggest an alternative route.

  3. We mutually feel that it makes sense to continue our conversation and talk further. If we both feel that that’s the best next step, we’ll leave the last few minutes of the call to discuss how to go about doing that.

Looking forward to chatting more!

-Stephen Bene, CFF®, NSSA

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. OneTeam Financial and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. (Insurance and Tax Services, etc.) offered through OneTeam Financial are not affiliated with PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (http://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 more information regarding your advisor’s designations please review their ADV 2B for a detailed description.

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 http://www.prosperitycapitaladvisors.com.