1. An invitation for our call will be sent to your email inbox that you can add to your personal Google/Office 365/Outlook calendar. You will also receive a reminder email and text message the day before, and the day of our call. 

2. CHECK YOUR SPAM FOLDER! 
Make sure you are getting our emails in your primary inbox by whitelisting us. This is important! Not only will you receive updates with the latest blog articles, videos, and other premium content…you’ll also receive appointment reminders, updates on our firm’s policies, hours, and services, as well as a personal invitation to all of our upcoming events.

If you find any emails from @prosperityfinancialsolution.com in your spam or junk folder, please take that opportunity to tell your mail program that it is not spam by hitting the "not spam", "not junk" or similar button, as that will train your program to whitelist it.

3. LET'S GET SOCIAL!
Take a moment to visit our social media pages and give us a quick follow. We are constantly updating our pages with new content, important announcements, and some pretty cool behind the scenes coverage of the Prosperity Financial Solutions team in action. Join the conversation so you don't miss a thing!

FOLLOW THE OFFICIAL PROSPERITY FINANCIAL SOLUTIONS SOCIAL MEDIA PAGES HERE:

4. ARE WE A GOOD FIT?
As an ideal PFS client, you...


> Are a nurse who has spent your entire career caring for the needs of others, and are ready to make your financial health your priority.

> A couple or individual going through periods of transition including retirement, loss of a spouse, career change, divorce or inheritance.

> Desire to protect the capital you've worked hard (or are working hard) to accumulate.

> Have no desire to manage your investment savings yourself.

> Want to simplify your life by delegating your financial matters to a competent, trusted advisor who values your loyal relationship above all else.

> See the value in planning ahead, and being proactive for the future.

> Are looking for services beyond just investment guidance - you are also looking for guidance regarding retirement income planning, college planning for your children or grand-children, taxation, estate planning, and insurance products.

> Are someone who is ready, willing and able to be proactively engaged with our advisory team.

> Wants and advisor who informs and educates their clients.

> Value transparency and a fiduciary* standard of care.

> Loves the work that we do and wants to share their experience with their friends and family.

I look forward to meeting with you!

David Wilcox, CLTC, LUTCF
Prosperity Financial Solutions, LLC, President

*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 page 4, for additional information.