C2P Advisory Group has been announced as winner of the 2019 WealthManagement.com Industry Award for the Insurance Services Category. Read the full press release below.
Continue ReadingJason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur now has his new best-selling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” available in Hudson bookstores in airports across the country. Read Full Article
Continue ReadingFollow the Bucket Plan strategy for a worry-free retirement. View the Video
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Best-selling Retirement Planning Book Now Available to Travelers Across the Country
Cleveland – October 3, 2017 – Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur now has his new best-selling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” available in Hudson bookstores in airports across the [...]
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New Entity Offers Access to Comprehensive Training, Coaching and Turnkey Processes to Industry
Cleveland, Ohio – March 16, 2017 – Clarity 2 Prosperity announces the launch of its fee-only training organization. This new entity offers financial advisors access to comprehensive training, coaching and mentoring as well as turnkey financial planning, innovative operations and marketing processes. These [...]
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For advisors who want to thrive post-DOL
December 6-8 in Las Vegas, Nevada
WHAT: This Holistic Advisor Academy is a 1.5-day educational event designed for advisors who want to thrive post-DOL. Attendees will learn how to “DOL-Proof” their sales and planning processes, revenue and businesses as a whole. [...]
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Index ProtectorSM 7 is a new product for the investment advisory channel that provides additional portfolio diversification options for investment advisors and their clients
Cleveland, Ohio – September 20, 2016 — Sister companies, Clarity 2 Prosperity (C2P), the coaching and insurance division, and Prosperity Capital Advisors (PCA), an SEC Registered Investment Adviser, announce the distribution [...]
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Financial Planning Organization Collecting Shoes to Help Fight Against Global Poverty
Cleveland, Ohio – February 25, 2015 – Clarity 2 Prosperity and Prosperity Capital Advisors, national financial planning organizations with offices throughout the country, has partnered with Soles4Souls, an international non-profit organization dedicated to fighting global poverty, for a national tax season fundraising campaign. [...]
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