Nothing beats feeling confident about your retirement
Focus on what's important. We'll take care of the rest.
Tilt the odds in your favor.
What does retirement confidence look like for you? How good would it feel to know that all of your financial goals are on track?
As your life evolves, so too will your priorities. As your Virtual Wealth Advisor, I’m here to help you make sure your financial plan lines up with what matters most to you.
Wherever you are on your financial journey, I’ll meet you there with the insight and tools to get you further.
Financial Planner, Wealth Advisor, Registered Principal
Discover how Prosperity can transform your wealth
Financial Partners You Can Trust
As your Fiduciary Registered Investment Advisory firm, we're bound by law to put your interests above our own.
We're committed to maximizing your wealth within the constraints of your values and your life goals. Our team of qualified and experienced experts is dedicated to building a positive, long-term relationship with you.
We'll help you make your money work harder for you.
We understand—you're busy. Between work, family, social, and personal life, it's all too easy to be consumed by daily duties and lose sight of your financial priorities.
But compromising on your financial dreams isn't an option.
That's where we come in.
At Prosperity, we'll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself to your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.
Live your life by design, not by default.
As Featured In
Fingerprint Financial Planning ™
At Prosperity, we love helping our clients achieve their life goals through effective financial planning.
Every individual has ambitions and goals which are unique to them. Just as your fingerprint is unique to you, we provide financial planning that's entirely tailored to you and your goals.
We'll guide you through our Fingerprint Financial Planning™ process to:
- Determine the right level of insurance for your business and/or family,
- Calculate how much you need to save to retire comfortably,
- Create new income streams from investments,
- Fund your children’s educations,
- Revise your will or estate plan to reflect your life changes in conjunction with your attorney,
- Create tax-advantaged family trusts, and
- Leave a legacy of giving
This process helps us understand the depth of your changing life, family issues, and long-term investment goals. Then, we'll use advanced financial tools to find the right solutions for your unique requirements.
Who We Serve
You understand that financial life goes beyond making and keeping money.
For you, wealth management is about enriching your family's legacy and the community and causes that you believe in.
Affluent Baby Boomers
Your goal is to make your money last while enjoying life to the fullest.
We'll help you develop a strategic, intentional plan that'll help you maintain a high quality of life in retirement.
Self-made Gen Xers
You're now at the pinnacle of your career.
It's time to balance the rising costs of your lifestyle with your upcoming retirement. Now is the time to focus on building a strategic wealth preservation plan.
Your generation is the most educated and technologically savvy.
But you won't find sophisticated wealth management solutions in a robo-advisor. You're inheriting the world, and the time to plan is now.
Prosperity Financial Education
At Prosperity, we believe that knowledge is power, and education is key to transparency.
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