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Events

December 3, 2024

Free Workshop: Understanding Your Social Security Benefit Options

The Point at Otterbein
This in-person class will show you how you can maximize your Social Security benefit and investments to produce dependable lifetime income in retirement.
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December 4, 2024

Free Workshop: The A, B, C, D's of Medicare

The Point at Otterbein
Join us for a FREE LIVE workshop to learn timely and important information that you need to know when planning for healthcare costs in retirement!
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December 5, 2024

Free Workshop: Taxes In Retirement

The Point at Otterbein
Join us for a FREE LIVE workshop to learn what you need to know when planning for managing taxes in retirement!
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700 Taylor Rd
Suite 170
Gahanna, OH 43230

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Keystone Financial Group BBB Business Review

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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. Keystone Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Keystone 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.   

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