At Prosperity Financial Solutions, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry.
When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.
We are an independent financial planning firm that represents the best interests of our clients, not any specific company. We have no ties to any parent or subsidiary businesses, which allows us to provide unbiased recommendations. Our commitment to our clients is what drives us to be the best we can be. Our flexibility with personal detail gives our clients their best chance at success.
With over 35 years of experience, David's professional credenctials include Life Underwriter Training Council Fellow® , Certification in Long-Term Care® and is a Certified National Long-Term Care instructor. David is also a member of many professional organizations including Life Member of the Million Dollar Round Table, Global Financial Association, and the National Association of Insurance and Financial Advisors.
We have assembled a team of elite professionals to provide the best possible client experience. Our expert accountants, attorneys, and other local experts work closely with each individual or family to help them maxamize the efficiency of their portfolio. To us-you're part of our family, not just an account. Our flexibility with personal detail gives our clients their best chance at financial success.
*Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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