The Prosper Group

The Prosper Group Planning your legacy with an excellence in stewardship.

A strong financial plan is not built around a single outcome.It is designed to remain effective through changing markets...
09/01/2026

A strong financial plan is not built around a single outcome.
It is designed to remain effective through changing markets, evolving family priorities, and unexpected events.
Our latest perspective explores why resilience is often created long before it is tested—and why thoughtful planning extends beyond investment strategy alone.
https://www.raymondjamesconnect.com/a3L-_O

Successful planning rarely results from a single decision.It is built through a series of thoughtful adjustments over ti...
08/27/2026

Successful planning rarely results from a single decision.
It is built through a series of thoughtful adjustments over time.
As portfolios evolve, businesses grow, and family priorities shift, periodic recalibration helps ensure strategies remain aligned with long-term objectives.
Progress is often the product of consistency, not dramatic change.

As third-quarter estimated tax deadlines approach, updated projections can provide valuable planning insight.Tax project...
08/25/2026

As third-quarter estimated tax deadlines approach, updated projections can provide valuable planning insight.
Tax projections are not simply compliance exercises. They help families and business owners evaluate decisions while flexibility remains available.
Our latest perspective explores how projections can support more informed planning throughout the year.
https://www.raymondjamesconnect.com/aNbl-t

Well-designed planning structures provide stability, but stability should not be confused with permanence.Trusts, owners...
08/20/2026

Well-designed planning structures provide stability, but stability should not be confused with permanence.
Trusts, ownership arrangements, estate documents, and family governance frameworks deserve periodic review to ensure they continue serving their intended purpose.
The most effective reviews happen before circumstances demand them.

Estate planning is not simply about documents.At its core, it is about continuity.Periodic reviews help ensure trusts, f...
08/18/2026

Estate planning is not simply about documents.
At its core, it is about continuity.
Periodic reviews help ensure trusts, fiduciary appointments, beneficiary designations, and family objectives remain aligned as circumstances evolve.
Our latest perspective explores why reviewing structure before it is needed can often create better outcomes.
https://www.raymondjamesconnect.com/adsTog

Families often value flexibility.However, flexibility rarely happens by accident.Whether preparing for taxes, charitable...
08/13/2026

Families often value flexibility.
However, flexibility rarely happens by accident.
Whether preparing for taxes, charitable planning, business transitions, or family opportunities, optionality is typically the result of thoughtful preparation.
The ability to act confidently tomorrow often begins with planning today.

Liquidity planning is about more than cash reserves.It is about maintaining flexibility for future opportunities, tax ob...
08/11/2026

Liquidity planning is about more than cash reserves.
It is about maintaining flexibility for future opportunities, tax obligations, charitable intentions, business decisions, and family priorities.
This week's perspective explores how thoughtful liquidity planning today can help create greater optionality later in the year.
https://www.raymondjamesconnect.com/aPZKun

When markets are volatile, discipline attracts attention.When markets are calm, discipline often goes unnoticed.Yet some...
08/06/2026

When markets are volatile, discipline attracts attention.
When markets are calm, discipline often goes unnoticed.
Yet some of the most important planning work happens during quieter periods—reviewing allocations, reassessing assumptions, and ensuring investment, tax, and estate strategies remain aligned.
Long-term success is often built through thoughtful preparation long before urgency arrives.

Many important planning decisions become more difficult when they are compressed into the final weeks of the year.Mid-ye...
08/04/2026

Many important planning decisions become more difficult when they are compressed into the final weeks of the year.
Mid-year reviews create an opportunity to evaluate investment positioning, tax projections, liquidity needs, and family planning priorities while flexibility still exists.
Our latest perspective explores why August may be one of the most valuable planning periods of the year.
https://www.raymondjamesconnect.com/ahn_HK

Happy 16-Year Anniversary to Deborah Doss!Your wisdom, warmth and professionalism inspire us all. Thank you for everythi...
08/01/2026

Happy 16-Year Anniversary to Deborah Doss!
Your wisdom, warmth and professionalism inspire us all. Thank you for everything you bring to our team!

Address

11551 Ash Street, Suite 250
Leawood, KS
66211

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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