From 401(k) Prosperity
401(k) Prosperity® seeks to create Simplicity in a Complex World through an approach that transcends mechanical solutions and traditional methodologies to bring a distinctly human touch to retirement planning that leads to genuine understanding, enthusiasm, and motivation on the part of plan participants. 401(k) Prosperity® is the corporate retirement planning and institutional investment management division of Planned Financial Services, an Ohio-based, independent financial planning and wealth management firm with offices in Brecksville and Beachwood, Ohio. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in 30 states, and employs 10 team members.
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