Our Videos

Here are some educational resources we have put together to help you understand how we are different from other financial advisors:

The Value of a Holistic Financial Advisor


The Money Cycle

(Most People Are Missing A Very Important Step!)


The Bucket Plan

Contact us for an appointment to find out how you can use the Bucket Plan approach to prepare for retirement!

 

 

CIRCLE OF WEALTH VIDEOS:

 

The Personal Economic Model

This video provides a helpful overview of how we approach financial planning using our unique, holistic planning philosophy. Many financial planners simply sell one-size-fits-all products, but we specialize in designing a comprehensive financial plan that will meet all of your personal financial needs and goals throughout your lifetime. The video below includes the 4 most important questions you will need to answer in order to build a solid financial future. By helping you to come up with appropriate answers to these questions, our goal is to help you create an effective strategy to achieve your short and long-term goals.

 
 
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The Private Reserve Strategy

 

This strategy is a unique way of looking at how money works, and making it work to your advantage. This eye-opening video will forever change they way you see money, and help you to see opportunities in your financial picture that you may never have thought of before.

If you're ready to learn a new method of financial management that can help you minimize lost opportunity cost, maximize your purchasing power, and build wealth to ensure a secure financial future, watch the video below.

 
 
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Retirement: Are You Ready?

If you wonder if you will have enough money to live on for the rest of your life after you retire, or you feel confused with all the options for where to put your retirement savings, this video is for you.

The reality is, it's not where you save your money that matters the most – it's knowing the right strategies. Understanding and applying these strategies correctly can make a significant difference to your financial future, and can help you avoid unnecessary losses or “wealth transfers.”

Watch the video now to learn more:

 
 
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10-Minute Lesson on Life Insurance

If you've ever heard of Bank On Yourself or the Infinite Banking Concept, you may wonder how a simple life insurance policy can provide so many benefits.

The truth is, life insurance isn't quite as simple as you may think. In fact, depending on the type of policy you are looking at, it can actually be quite complex. Some types of life insurance policies may offer a number of unique benefits which most people are not familiar with. In fact, after watching this 10-minute video, you may know more about life insurance than many life insurance agents!

Watch this short video for a helpful overview of the important details which make life insurance such a useful vehicle for so many different financial planning needs.

 
 
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The Mortgage Mastery Method

This revealing video shares the truth about several common mortgage myths, such as:

  • A shorter mortgage is better
  • You should make as large a down payment on your home as possible
  • Paying off your mortgage early saves you money
  • The equity in your home is yours

This video will challenge your assumptions about your mortgage, and explain why you may want to reconsider how you treat your mortgage.

If you want to learn the best way to maintain control of your money, reduce the impact of inflation, maximize your tax deductions, increase your available investment opportunities, and achieve the greatest return on the price you paid for your home, you will definitely want to watch this surprising video today!

 
 
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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business 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. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. 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. Keystone Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  Insurance and other Financial Services offered through Keystone Financial Group 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 (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.