Warm holiday greetings from all of us at Prosperity Financial Solutions! This past year has brought its share of challenges, and we are truly thankful for your trust and partnership. Serving you and supporting your financial goals is a privilege we don’t take lightly.
As the holiday season begins, we hope it brings you peace, joy, and cherished moments with family and friends. May your holidays be filled with laughter, warmth, and confidence, knowing that we’re here to help you navigate your financial journey every step of the way.
Reflecting on 2025
As we give thanks and warm wishes and celebrate the start of the new year, it’s important to reflect on all we’ve achieved this year. It wasn’t always easy, but we have weathered the storms and we are stronger for it! Inflation, continued stock market volatility, and recession concerns are still on the horizon, but we have high hopes for 2026.
Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial.
Looking Forward to 2026
We hope you are excited for everything the new year will bring, and we encourage you to think about what you want 2026 to hold for you. The end of the year is a great time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and create a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!
Thank You for a Wonderful Year!
Everything our team at Prosperity Financial Solutions achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you, we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand that life changes can happen at any moment, and we want you to rest easy knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.
As we prepare to enter a new year, we look forward to continuing to help you pursue your financial goals in 2026. Here’s wishing you joy and laughter during the holiday season and a happy new year!
We’re Here for You. Reach Out Today!
As the year comes to a close, it’s a great time to review your financial plan and keep your money on track for a strong 2026 and the years ahead. Reach out to us by calling (561) 207-6213 or (866) 656-2050, emailing ramsden@brookstoneadvisor.com, or contact us online. We’re here to answer your questions, provide guidance, and help you move forward with confidence. We look forward to connecting with you!
About David
David Wilcox is president and cofounder of Prosperity Financial Solutions, a financial services firm, based in Palm Beach Gardens, FL, specializing in retirement planning, estate planning, and investments. Since 1987, David has been assisting pre-retirees, retirees, and investors with comprehensive retirement planning, helping them preserve their wealth, increase their retirement income, and avoid common financial mistakes. Prioritizing financial education, he employs strategies to instill confidence and comfort in his clients as they make decisions and move toward their ideal financial future. He also highly values building relationships with clients and strives to make them feel like part of his family.
David holds an associate’s degree from Broward College, a bachelor’s degree from Florida State University, as well as the Life Underwriter Training Council Fellow (LUTCF®) and Long-Term Care (CLTC®) certifications. A firm believer in professional education and participation, he is a member of the Global Financial Association, a member of NAIFA (National Association of Insurance and Financial Advisors), and is a Certified National Long-Term Care instructor. Teaching and mentoring other financial advisors, David presents dozens of seminars and workshops on long-term care and investment planning throughout the country. Outside of the office, family man David enjoys golfing, fitness, and spending time with his kids on the boat, going for long walks, and traveling to new places. He wants to provide a positive example for his children and show them that it’s never too late to follow your dreams. To learn more about David, connect with him on LinkedIn.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM). a registered investment advisor. BCM and Prosperity Financial Solutions are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.