Financial planner · Kansas City, MO · reviewed since 2019
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%97+29.8Experts Score= 98Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.98SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#22 of 51 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 58%
5.0★★★★★21 Google reviews · 11 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★, last 20 reviewsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Google reviewers rate Prosperity Planning, Inc. five stars based on twenty-one reviews, with no owner responses recorded. Clients describe comprehensive services covering investment management, retirement planning, estate planning, and business acquisitions. Recurring themes include long-term client retention, accessible communication, and detailed financial analyses that clarify goals. Reviewers note the firm's ability to explain complex topics simply and its coordination with other professionals like attorneys and accountants. No common criticisms appear in the provided excerpts, as all reviews are positive.
Google rating: 5.0 out of 5 from 21 reviews (100% five-star).
Reviews on this page: 21 Google reviews (21 with written comments).
Owner responses: the business replied to 0% of reviews.
Most recent review: September 7, 2026.
Service: Retirement Planner serving Kansas City, Missouri.
Data from Google, last updated October 25, 2026.
Score profile vs other retirement planning
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: reliability.
Prosperity Planning, Inc.Retirement Planning median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Prosperity Planning, Inc.: 99/100 on this factor. Category median: 97.A
99
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Prosperity Planning, Inc.: 97/100 on this factor. Category median: 97.A
97
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
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ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 100.–
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MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Prosperity Planning, Inc.: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 55.–
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Bar = this company · dark tick = category median.
Star ratings
21 Google reviews we collected
5.0of 5
5 stars21100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 21 written reviews
100%praise
Praise27100%
Complaints00%
Topic share
How often each topic comes up in the written reviews
6topics
Honesty & trust933%
Would recommend726%
Staff & attitude519%
Quality & results311%
Communication27%
Speed & response14%
What customers talk about
We read 21 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“My husband and I have been working with Prosperity Planning for over 10 years and I can honestly say their services are life-changing.”
“I would HIGHLY recommend Prosperity Planning to help anyone navigate future planning and big life events.”
“Blending their A+ financial expertise & top-rated analytics with the dreams & emotions of our family - enables us to rely upon Prosperity Planning as…”
“I’ve been working with them for about 6 years and they do a fantastic job.”
“Ryan Walker and Ryan Noble of Prosperity Planning do a great job of explaining all of our financial concerns that is both concise and easy to understand.”
“We meet at least two times a year, and whenever I ever have a question, they are quick to respond with an email or a phone call.”
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Prosperity Planning, Inc. for 1 kind of job. Pick one to see what they paid and said.
Leah6 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
I’ve been working with them for about 6 years and they do a fantastic job. Highly recommend. We have a once per year meeting to go over everything (investments, long term/retirement, estate planning, financial goals) and they are also readily available any time I have a question, even something as simple as “should…
KellyLocal Guide · 20 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
My husband and I have been working with Prosperity Planning for over 10 years and I can honestly say their services are life-changing. I know they are on top of all our investments, have our best interests at heart, and I trust them implicitly. Alyssa and Ryan are a joy to work with, make looking at the long-term…
Jim2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
As a long-time client, I'm pleased to submit a glowing review for Prosperity Planning - well-earned over more than a decade of providing excellent financial guidance to our entire family. During market ups and downs, business acquisitions and sales, real estate transactions, births & deaths, and the myriad of…
Keith6 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 5 months ago★★★★★
I began working with Colten and Cindy a couple of years ago, and I'm glad I made the switch. They are professional, trustworthy, and accessible. We meet at least two times a year, and whenever I ever have a question, they are quick to respond with an email or a phone call. I highly recommend Prosperity Planning.
Financial planRetirement savings consulting
Nick14 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 6 months ago★★★★★
I trust you guys. You care to get to know your clients fully understand where they’re at and what they need to financial plan
Greg3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 11 months ago★★★★★
I have been a customer with Prosperity for over 10 years, and they have always been there to address any concerns I have. I've always trusted their recommendations and suggestions.
I’ve been working with them for about 6 years and they do a fantastic job. Highly recommend. We have a once per year meeting to go over everything (investments, long term/retirement, estate planning, financial goals) and they are also readily available any time I have a question, even something as simple as “should I change car insurance.” In 2021 they recommended that I refinance my mortgage to take advantage of the sub-3% interest rate—something I never would have thought to do on my own. Doing that alone saved me many thousands of dollars. Not to mention my investments have grown tremendously under their care. Very pleased.
Kelly SpiveyLocal Guide · 20 reviewsiTotal number of Google reviews Kelly has written across all businesses on Google Maps, not just this one.
My husband and I have been working with Prosperity Planning for over 10 years and I can honestly say their services are life-changing. I know they are on top of all our investments, have our best interests at heart, and I trust them implicitly. Alyssa and Ryan are a joy to work with, make looking at the long-term view easy to understand, and advise us on our most critical life events. I would HIGHLY recommend Prosperity Planning to help anyone navigate future planning and big life events. I feel like we are a team and a part of a truly successful partnership. Very grateful for them!
Jim2 reviewsiTotal number of Google reviews Jim has written across all businesses on Google Maps, not just this one.
As a long-time client, I'm pleased to submit a glowing review for Prosperity Planning - well-earned over more than a decade of providing excellent financial guidance to our entire family. During market ups and downs, business acquisitions and sales, real estate transactions, births & deaths, and the myriad of cheers and tears that make life interesting - Prosperity Planning has been a valuable constant. Blending their A+ financial expertise & top-rated analytics with the dreams & emotions of our family - enables us to rely upon Prosperity Planning as a key component of our wealth management. For individuals, retirees, families - anyone seeking skilled financial assistance that is delivered with integrity and kindness - I recommend Prosperity Planning without hesitation. They are simply as good as it gets.
Keith King6 reviewsiTotal number of Google reviews Keith has written across all businesses on Google Maps, not just this one.
I began working with Colten and Cindy a couple of years ago, and I'm glad I made the switch. They are professional, trustworthy, and accessible. We meet at least two times a year, and whenever I ever have a question, they are quick to respond with an email or a phone call. I highly recommend Prosperity Planning.
I have been a customer with Prosperity for over 10 years, and they have always been there to address any concerns I have. I've always trusted their recommendations and suggestions.
Price assessment: Reasonable price
Services: Financial plan
Teresa Hon1 reviewiTotal number of Google reviews Teresa has written across all businesses on Google Maps, not just this one.
The staff at Prosperity Planning has been great in helping us to invest properly, based on our long-term goals. Thanks to their advice and assistance with our financial planning, we will be able to retire three years early!
Diane SouleLocal Guide · 263 reviewsiTotal number of Google reviews Diane has written across all businesses on Google Maps, not just this one.
Prosperity Planning has helped grow our portfolio for over 20 years. As we enter retirement we could not be more appreciative of their expertise, resources and friendly team. We HIGHLY recommend them to manage your portfolio.
David Fiedler12 reviewsiTotal number of Google reviews David has written across all businesses on Google Maps, not just this one.
It was good to actually see a retirement date. Although this could change it's still reassuring to me and my family to have a plan moving forward into my 60's. I slept well last night.
