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Intergenerational Planning

Intergenerational Family Wealth Planning is more than just estate planning. The comprehensive nature of complete intergenerational planning is designed to ensure you remain financially independent while accomplishing much more: –

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Tax Planning

Tax Planning is a delicate process. It requires the integration of tax law, investment management, and risk management to achieve overriding goals or objectives. One should focus on the objectives (wealth

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Life Insurance

Life Insurance planning and funding serves various needs.  What if I die to early and my family cannot pay off the mortgage or future education costs?  Can I create a

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You may not be familiar with annuities, but they have rich history dating back to Ancient Rome. In fact, millions of Americans currently use annuities to help their retirement savings

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If it’s money, it’s personal – especially if your business rides on it. Prosperity understands the responsibility and pressure today’s business owners feel. Whether it’s hiring and retaining qualified employees,

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College Planning

College is generally not a surprise. From the time your children are born, if you suspect they’re going to go to college—and about 68% of high school graduates do—you have

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