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Self-Employed

We guide professionals in crafting self-employed retirement plans that ensure their hard work today translates into a comfortable tomorrow.

Benchmark your 401(k)
Fueling Your Financial Independence

Fueling Your Financial Independence

For self-employed individuals, we understand that your business is your passion, and financial stability is key to maintaining that independence. Our tailored retirement strategies ensure your hard work today translates into a secure tomorrow.

Focused Financial Planning for the Self-Employed

Focused Financial Planning for the Self-Employed

Navigating retirement options as a self-employed individual can be challenging. Our team is skilled in setting up and managing SEP-IRAs, Solo 401(k)s, and other retirement options that maximize your savings potential while offering tax advantages.

You’re in Good Company

More than 4,500 employees at over 30 companies save with Prosperity 401(k) Advisors.

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401k Resources

New Retirement Contribution Limits for 2026

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.
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How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.
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Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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