C2P Advisory Group

C2P Advisory Group Announced as Winner of 2019 WealthManagement.com Industry Award for Insurance Services Category


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.

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MarketWatch: “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” Now Available at Hudson News


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 country. Read Full Article

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GoBankingRates: How to Have a Worry-Free Retirement


Follow the Bucket Plan strategy for a worry-free retirement. View the Video

 

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“The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” Now Available at Hudson News


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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Prosperity Capital Advisors Names Industry Veteran Douglas S. King, CFP® President and Chief Executive Officer


King will also take the helm at sister company, C2P Advisory Group

Cleveland, Ohio – April 17, 2017 – Prosperity Capital Advisors (PCA) has named industry veteran Douglas S. King, CFP®, formerly of Cetera Advisor Networks LLC, as its president and CEO. King will lead the SEC Registered Investment Adviser firm whose mission is [...]
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Clarity 2 Prosperity Announces Fee-Only Training Organization to Financial Advisors and Institutions


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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EVENT ADVISORY: HOLISTIC ADVISOR ACADEMY—DOL EDITION


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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Clarity 2 Prosperity to Provide New, Fee-Based Fixed Indexed Annuity Product to Investment Advisory Channel


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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Clarity 2 Prosperity and Prosperity Capital Advisors Partners with Soles4Souls in a National Tax Season Fundraising Campaign


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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