Simplifying financial planning for financial advisors and their clients.
Valor Capital Management is part of C2P Enterprises, a holding company comprised of four distinct brands, each in their respective capacity, is designed to simplify financial planning for advisors and the clients they serve. United by the vision to provide planning and financial products and solutions in the best interest of the client, each company offers education, training, resources and tools to meet a client’s unique financial situation, along with access to an array of investment and insurance vehicles to help accomplish their goals.
Each organization is committed to fiduciary best interest practices and raising industry standards for a higher quality of holistic financial planning services to families nation and worldwide.
Advisors working with Valor can opt to work with one, two or all three of its affiliated brands when delivering holistic financial planning. Our brands include:
Prosperity Capital Advisors (PCA) is a holistic planning-based SEC-registered investment adviser (RIA) providing independent investment advisor representatives (IARs) with a connected ecosystem for financial planning and back-office support. It helps entrepreneurial-minded advisors scale their businesses to meet the unique needs of each of their clients by integrating financial planning, investment & insurance solutions, technology, marketing, compliance and operations into one complete platform.
Clarity Insurance Marketing Organization
Clarity Insurance Marketing (Clarity) is a best interest-focused insurance marketing organization (IMO) that facilitates advanced product screening, selection and support for all lines of fixed insurance products, such as fixed and indexed annuities, single premium and traditional life insurance and asset-based long-term care products. It works to create efficient back-office support and quality service standards to help advisors issue new business quickly, accurately and effectively. Clarity is dedicated to the implementation of best interest practices for the use of its insurance products—effectively mitigating risk for institutions, their advisors, and ultimately American families nationwide through sophisticated case design, product selection and implementation of insurance solutions as financial planning tools.
Clarity 2 Prosperity is a financial training, coaching and IP development organization that offers financial advisors turnkey financial planning, practice management and marketing processes. Its mission is to help advisors shift from a transactional mindset to holistic planners who offer best interest advice by coordinating all areas of their clients’ financial lives including investments, insurance, tax, estate, Social Security, retirement income and healthcare planning. To achieve this mission, it provides live, on-demand, group and one-on-one training, along with tools, resources, mentoring and support to ensure successful implementation of its packaged proven processes, including The Bucket Plan® Best Interest Process. These services are available to advisors affiliated with Clarity Insurance Marketing and Prosperity Capital Advisors, as well as to unaffiliated advisors for a fee, as well as to institutions such as broker-dealers and RIAs to systematically equip their advisors to deliver best interest financial planning to American families nationwide.
