ProsperiFi is a financial planning firm dedicated to helping success-driven people pursue their financial goals and manage wealth.
Who We Are,
What We’re About
Who We Serve
Get in Touch
Our Service Commitment
We are committed to personal, platinum-level service each step of the way. At ProsperiFi, the client always comes first.
We don’t do cookie-cutter financial planning. We believe the best financial strategy is one crafted around the client. At ProsperiFi, meet with a personal financial advisor to create a financial strategy around your income and goals. Build an ongoing relationship with your advisor with continuing goal assessment and strategy review.
Our collaborative approach helps identify the best strategies towards your desired outcomes. Gain the clarity, efficiency, and effectiveness a personal financial advisor can offer.
At ProsperiFi We Emphasize:
Creating Trust
Building and executing a sound investment strategy is a process taking place over time. Build a relationship with your advisor, pursue financial goals, and build trust in planning for the future.
Facilitating Success
We define our success by yours. At ProsperiFi, your financial advisor is someone invested in your success. Accompanying our clients on their financial journeys to success is what drives us.
Client Satisfaction
Our best review is client success. Intelligent planning, decisive action, and ongoing review help our clients get the most.
Investment Philosophy
We view the financial services marketplace as a toolbox filled with tools for building tailored, personalized financial strategies. We use our experience to select the best tools for pursuing your goals.
Our investment philosophy includes:
- If the markets, facts, or other influences change, we are prepared to respond to them with appropriate changes to financial strategies.
- We make decisions based on comprehensive financial planning,
- Our strategies are crafted with extensive research, rather than trends or fads.
- Our investment strategies are built for the long-term.
- A diverse portfolio can help reduce risk and improve return.
- Optimize strategies by reducing complexity, costs, and tax obligations wherever possible.
*There is no strategy, including diversification, guaranteed to assure success or protect against loss.
Founder Profile
Krzysztof ‘Kris’ Garlewicz
My mission is to help you become successful in achieving your financial goals.
True Wealth lies where your personal, professional and financial objectives intersect. Together, we can create a roadmap to realize your goals. Respond to changes and challenges confidently with a personalized plan in place. A financial plan should last a lifetime. Get started today.
As the Founder and President of ProsperiFi, LLC, Kris serves families and businesses through a team of specialists and professional associates in the legal, insurance, ERISA, and securities industries. Kris specializes in holistic financial planning, helping clients pursue their objectives while establishing a plan to protect their best interests. Kris’s broad experience includes working with families, executives, closely held businesses, and retirement plan sponsors. Before launching ProsperiFi, Kris worked with clients at a Chicago based regional insurance company developing their wealth management program and a national wealth management company developing their retirement plan division. His vast experience and knowledge allow him to understand clients’ objectives, and face the most complex situations head-on while providing financial advice and guidance. In addition, Kris has trained and lead numerous financial representatives in practice management, client service, and financial planning.
Kris maintains a practice which provides comprehensive wealth management and holistic financial planning services, including retirement planning, estate planning, pension planning, preservation strategies, and investment and management. ProsperiFi is focused on service excellence, craftsmanship and delivering objective solutions.
Certifications, Professional Designation & Licenses include Certified Financial Planner (CFP®), Chartered Retirement Plan Specialist (CRPS®). Securities and Advisory Registrations are held with LPL Financial (Series 7, 24, 66).
Academic credentials include professional studies in Financial Planning, Northwestern University (2009) and a Bachelor of Science in Finance & Economics, University of Illinois (2007).
* As reported in Financial Planning magazine 1996-2017, based on total revenues.
Our dedicated team of financial and operations professionals stands ready to advise and assist you in executing your plans.
Edyta Steinbrunner
Service Excellence Coordinator
Kasia Garlewicz
Operations Director