INTELLIGENT FINANCIAL INSIGHTS & CUSTOM WEALTH MANAGEMENT STRATEGIES.
Wealth-planning today based on the goals of tomorrow. ProsperiFi financial advisors craft strategies for building and managing wealth.
Where You’ve Seen Us:
ProsperiFi: Plan and Preserve
Discovering the potential for true wealth involves a collaborative approach between client and advisor. The framework for abundance is built upon a foundation of personal, professional, and financial objectives combined.
Planning: Objective and personalized financial planning. 
Strategy: Strategies for approaching tomorrow’s financial goals. 
Design: Wealth-planning designed according to personal goals.
Are you feeling unsure of the financial markets in 2020? Our 2020 Market Outlook video offers intelligent insight on market conditions this year and answers many common questions individual investors have.
TRANSPARENCY
Creating wealth-management strategies requires teamwork. Make informed decisions. ProsperiFi advisors are open about service objectives, costs, and possible outcomes.
INTEGRITY
The first action a ProsperiFi advisor takes is to listen. Creating wealth and leaving a legacy are significant aspects of life. ProsperiFi advisors adhere to a strict code of professional ethics.
SERVICE EXCELLENCE
Building wealth is a journey. Rely on ProsperiFi for ongoing personalized service while financial strategies take effect. Advisors are always available for questions or advice.
Wealth Strategies Created To Pursue YOUR Goals. Start Planning Your Future
Get Your No Cost Strategy Assessment
Money Matters. Contact a ProsperiFi advisor today and receive a complimentary review of finances, goals, and current strategies. Improve and build on existing strategies, and discover means towards creating more wealth – and preserving it.
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INVESTMENT SERVICES
ProsperiFi advisors research the market striving towards finding the investments that generate the maximum returns. Accounts are constantly monitored for risk-avoidance and transparent – clients always have a handle on where investments stand. ProsperiFi advisors are always available for investment questions and advice.
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ESTATE PLANNING
Leave more than memories. leave a legacy. ProsperiFi estate planning services protect the ones you love. Many options for planning an estate are available through ProsperiFi.
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TAX OPTIMIZATION
Effective wealth management requires a deep understanding of tax strategy. Even small differences in strategy can have large tax implications when dealing with money on larger scale. ProsperiFi advisors can assess tax exposure in your portfolio and craft a custom plan to preserve what you’ve worked so hard to build.
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BUSINESS SERVICES
Entrepreneurs have a lot to keep track of. Running an operation of any size is a full-time job, let alone managing the finances. ProsperiFi advisors help implement staff and executive benefits. manage taxation. arrange corporate succession planning and more.
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INSURANCE
Safeguarding your hard-earned assets and the future of your family is a crucial. yet often overlooked part of wealth strategies. Creative insurance strategies can function as an effective hedge against future uncertainty. Create security for your family, property, and legacy with insurance services through ProsperiFi.
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RETIREMENT PLANS
Retirement requires planning. Create a retirement plan with ProsperiFi and set your perfect retirement in motion. Advisors have many options for finding the right strategy to retire early and comfortably.
We suggest that you discuss your specific tax issues with a qualified tax advisor.
intelligent asset management
Caring For Your Investments
Fee 1.30% of assets under care
Initial Strategy Fee: $400
- Custom Investment Strategy Statement
- Risk/Reward Analysis
- Smart Rebalancing
- Tax efficient Strategies
- Performance Reporting
- Access to ProsperiFi Resource Network
- Personalized Retirement plan dashboard
The Prosperifi plan
Your Financial Resource Roadmap
Initial strategy creation: $2200
Monthly maintenance: $89
- Intelligent Asset Management
- A complete financial plan as recognized by the CFP® board of Standards.
- Collaboration with existing service professionals
- Interview new service professionals if needed
- How-to guides to work with pro’s in tax, legal, estate, insurance etc.
- My Wealth Dashboard (your financial life on one screen)
Beyond the exit Plan
Growth-stage Entrepreneur Financial Strategy
Initial strategy & design: $4900
Monthly minimum maintenance: $749
- ProsperiFi Plan +
- Clear Business Exit Plan
- 3 Year Growth Plan & Dashboard
- Risk Audit
- Resource Mapping
- Review of Existing Business Agreements (Buy/Sell, operating agreements)
- Growth Projections
- Beyond 401(k) module
- Review of Banking/Capital Structure
- Tax Impacts and How-To on Equity Valuation
- How-To Estate Planning Guide
- Ongoing Professional Collaboration
My Wealth Strategist
Your Family CIO for Generations to Come
Initial strategy, onboarding & design: $11,900
Monthly minimum maintenance: $849
- Centrally managed wealth platform
- Tax & Compliance Oversight
- Philanthropic Management
- Due Diligence
- Risk Management
We suggest that you discuss your specific tax issues with a qualified tax advisor.
We Love Our Clients, and They Love Us…
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Contact Us
The first step towards securing a financial future you can plan on is contacting ProsperiFi. Review what’s working, what to improve on, create strategies for wealth-generation, and preserve assets for the future.
Send us a message
Contact Information
info@prosperifi.com
(847)310-7133
10600 W. Higgins Road
Suite 605
Rosemont, Illinois 60018