HOLISTIC PLANNING,
TAILORED TO YOU.
At Prosperity Financial Solutions, LLC, we believe everyone should be able to live the retirement they've always wanted. Your financial situation is different than that of your parents, your neighbors, and even your closest friends, so a cookie-cutter approach isn't going to cut it.
We work with you to create a custom retirement strategy that fits your unique retirement needs — a strategy designed to get you to your goals.
And when you have concerns about things like how long your money will last, or what will happen if you pass away before your spouse, we can help you answer those questions, too.
PERSONALIZED GUIDANCE,
INTENTIONAL APPROACH.
Maybe it's been a while since you've thoroughly reviewed your bank statements, investments, insurance policies and other accounts. Or maybe you have all your information ready to go, but you just aren't sure where to begin.
Whether we're your first step or just a second set of eyes to provide reassurance that everything is on track. Prosperity Financial Solutions can help you cultivate the retirement you've always dreamed of.
RETIREMENT INCOME PLANNING
Our goal is to help ensure your expenses are paid with reliability and predictability for the rest of your life.
INVESTMENT
PLANNING
We'll talk risk tolerance, portfolio fees (and how we may be able to reduce them), volatility control and our comprehensive money management approach.
TAX
PLANNING
We'll look at the taxable nature of your current assets and potential ways to include tax-deferred or tax-free money in your financial plan.
HEALTH CARE PLANNING
We'll look at Medicare, Parts A, B and D, and long-term care options in order to address rising health care costs.
ESTATE & LEGACY
PLANNING
Together with qualified professionals, we'll create a plan that is designed so your hard-earned assets go to your beneficiaries in the most tax-efficient manner.
COLLEGE
PLANNING
We'll help you reduce the impact that paying for college can have on your lifestyle, retirement accounts and taxes, analyze scholarshop opportunities, and make sure your money gets efficiently utilized during the college payment process.