Your success is our Priority

We know that when you choose a financial advisor, you’re choosing to entrust your future, dreams, and goals to their care and expertise. We take that confidence seriously and work every day to continue to earn that trust.

Who We Serve

Individuals & Families

Earning an income is hard work. Your money should work hard too. At ProsperiFi, we’re here to help create smart, simple, and straightforward financial strategies. Call us for intelligent individual and family financial planning, investment, and wealth management.

Entrepreneurs

Entrepreneurs have unique financial needs. Regardless of business size, balancing personal and professional financial goals and obligations can be challenging. At ProsperiFi, we specialize in helping entrepreneurs establish financial goals and create strategies for pursuing them.

Retirement Plan Sponsors

Designing and managing employee retirement plans creates challenges. The right plan will work towards satisfying employees while meeting the requirements mandated by ERISA and the Department of Labor. Partner with ProsperiFi to create an intelligent retirement plan that strives to attract and retain the best talent.

Improve and enhance wealth with Intelligent Financial Insights™ from ProsperiFi:

  • Comprehensive Financial Planning
  • Investment Management and Analysis
  • Insurance Placement and Review
  • Tax and Estate Planning Strategies
  • Retirement Income Planning
  • Professional Benefits Integration
  • Market Insights, Education & Communication

Individual and Family Financial Planning

Goals are like fingerprints – each is unique to the individual. Utilizing the same financial strategy across the board is like trying to arrive at different destinations with the same map. At ProsperiFi, we get to know our clients, their goals, and help create a personalized strategy striving towards them.

A personal financial advisor from ProsperiFi can:

  1. Build, manage, and preserve wealth
  2. Prepare for retirement and other life changes
  3. Transition wealth safely and easily
  4. Get the most from investments with intelligent financial planning.

With ProsperiFi, get a personal financial advisor dedicated to your success. Working together, create a financial strategy aligned with achieving your retirement, investment, and other financial goals.

Get more with a personal financial plan designed around where you are today and where you want to be in the future. Tailor a financial strategy around your objectives with a ProsperiFi advisor. We want you to get the most from your investments, and we will work alongside you each step of the way.

Individual and Family Financial Planning

Goals are like fingerprints – each is unique to the individual. Utilizing the same financial strategy across the board is like trying to arrive at different destinations with the same map. At ProsperiFi, we get to know our clients, their goals, and help create a personalized strategy for accomplishing them.

A personal financial advisor from ProsperiFi can:

  1. Build, manage, and preserve wealth
  2. Prepare for retirement and other life changes
  3. Transition wealth safely and easily
  4. Get the most from investments with intelligent financial planning.

With ProsperiFi, get a personal financial advisor dedicated to your success. Working together, create a financial strategy aligned with achieving your retirement, investment, and other financial goals.

Get more with a personal financial plan designed around where you are today and where you want to be in the future. Tailor a financial strategy around your objectives with a ProsperiFi advisor. We want you to get the most from your investments, and we will work alongside you each step of the way.

Improve and enhance wealth with Intelligent Financial Insights™ from ProsperiFi:

  • Comprehensive Financial Planning
  • Investment Management and Analysis
  • Insurance Placement and Review
  • Tax and Estate Planning
  • Retirement Income Planning
  • Professional Benefits Integration
  • Market Insights, Education & Communication
With ProsperiFi entrepreneur planning services, take control of professional finances with Intelligent Financial Insights™:

  • A full portfolio of Individual & Family Capabilities
  • Comprehensive Risk Management Strategies
  • Executive Benefits Implementation
  • Trust Services and Expertise **
  • Advanced Tax Strategies *
  • Succession & Transition Planning
  • Investment Banking Resources

Entrepreneurs

For entrepreneurs, the line between personal and professional obligations can sometimes become blurry. Intermingled finances, overlapping goals, and much more can serve to complicate financial planning. At ProsperiFi, we have the experience and skill to create balanced financial strategies for busy entrepreneurs.

With ProsperiFi, gain the advantage of a financial professional dedicated to helping grow and manage professional wealth. Plan for retirement, invest and create savings vehicles to prepare for the future. Regardless of experience or age, it’s important to take inventory of personal and professional goals and align them with intelligent financial strategies designed for pursuing them.

A tailored financial strategy creates a foundation from which to build a strong and successful business. Start working towards your goals today. Contact ProsperiFi for Intelligent Financial Planning services for entrepreneurs.

Entrepreneurs

For entrepreneurs, the line between personal and professional obligations can sometimes become blurry. Intermingled finances, overlapping goals, and much more can serve to complicate financial planning. At ProsperiFi, we have the experience and skill to create balanced financial strategies for busy entrepreneurs.

With ProsperiFi, gain the advantage of a financial professional dedicated to helping grow and manage professional wealth. Plan for retirement, invest and create savings vehicles to prepare for the future. Regardless of experience or age, it’s important to take inventory of personal and professional goals and align them with intelligent financial strategies designed for achieving them.

A tailored financial strategy creates a foundation from which to build a strong and successful business. Start accomplishing your goals today. Contact ProsperiFi for intelligent financial planning services for entrepreneurs.

With ProsperiFi entrepreneur planning services, take control of professional finances with Intelligent Financial Insights™:

  • A full portfolio of Individual & Family Capabilities
  • Comprehensive Risk Management Strategies
  • Executive Benefits Implementation
  • Trust Services and Expertise **
  • Advanced Tax Strategies *
  • Succession & Transition Planning
  • Investment Banking Resources

Professional Retirement Plan Management for Sponsors

Utilizing a collaborative approach, ProsperiFi’s association with LPL Financial, creates and implements intelligent professional retirement plans. The marketplace is ever-evolving; we utilize innovative techniques to determine the best retirement strategies and the process for getting started. Ease of creation, organized implementation and ongoing review all serve to maximize retirement program value.

Get More with Retirement Planning Services from ProsperiFi:

Insights – Stay informed with easy-to- read, intelligent insights about retirement plans and participants.
Innovation – Gain the advantage of the latest in financial planning resources.
Independence – Make independent decisions with objective financial advice.
Implementation – ProsperiFi can support plan implementation and management regardless of your platform selection. 
Intelligence – Intelligent financial advice for creating, executing, and evolving retirement plans.

Retirement Plan Strategies

ProsperiFi offers a variety of customized tactics to fit your business.

The foundation of private retirement planning, profit sharing, 401(k), and 401(a) plans to support the vast majority of working Americans. These amount to trillions in household’s savings and investments. Employers and plan trustees offering defined contribution plans carry a fiduciary responsibility to comply with ERISA guidelines. ProsperiFi can help you maintain compliance with these constantly-changing regulations. It’s also an important goal to offer the best retirement plan option to the employees contributing to your organization’s success. Finding balance can be a challenge for entrepreneurs running companies of any size.

At ProsperiFi, we understand the unique challenges entrepreneurs face. With the help of a ProsperiFi financial advisor design, implement, and manage all aspects of your financial plan. Reduce fiduciary risk and get the most from investments while giving back to employees.

Gain the edge of a professional financial firm dedicated to your success.

  • Professional design, implementation, and benchmarking
  • Participant education, communication & support
  • Education policy development
  • Investment policy preparation assistance
  • Investment due diligence assistance
  • Vendor search & review processes
  • Plan conversion coordination
  • Plan audit support
  • Committee fiduciary education programs
  • Operational plan support

Aligning organizational goals with the appropriate retirement plan is the cornerstone of a strong, impactful employee rewards system. Implementing modern, forward-thinking strategies into an executive benefits plan will help with recruitment, retention, and rewards for valuable staff.

A value-driven, comprehensive approach to retirement planning can help find the best solution. At ProsperiFi, advisors are also educators. We strive to help clients understand the short- and long-term impacts of financial decisions. Entrepreneurs have options for implementing a retirement benefits program. Learn the best one for your organization with the help of a ProsperiFi financial advisor.

Maximize benefits for the business and employees with comprehensive planning services
from ProsperiFi.

  • Create, implement, and benchmark retirement plans
  • Gain access to ongoing support and communication
  • Assistance with locating and reviewing carriers
  • Financial planning assistance for entrepreneurs
  • Education and information to make intelligent, informed decisions

Defined Benefit pension plans require comprehensive forecasting and risk-management strategies. ProsperiFi is a full-service retirement planning firm. Implementing executive benefit strategies through ProsperiFi unlocks access to expertise and innovation. Find the right pension plan for your organization with the help of a ProsperiFi advisor.

We are consistently staying abreast of legislative and industry changes. Our firm is here to ensure your retirement plan is a fit for staff, fits your budget, and adheres to the requirements established under ERISA.
ProsperiFi retirement planning services aim to enhance both the employer and participant experience.

  • Comprehensive review of potential funding strategies
  • Assistance with preparing investment policy statements
  • Strategies for reducing and managing asset liability
  • Options for approaching risk mitigation
  • Annual funding notice review
  • Compliance assistance

Fee Structure & Accountability

ProsperiFi financial advisors are independent. We offer services utilizing a clear, straightforward pricing structure.
Our tailored services aim to create the best possible outcomes for our clients.

Fiduciary Investment Report for Monitoring (FIRM)

With FIRM reports from ProsperiFi, regularly review investment performance utilizing a personalized 12-point scoring system. FIRM helps with creating easy-to- follow action plans, and with recording investment decisions.

SearchPro Report

The Department of Labor recommends benchmarking retirement plan carriers every two to three years, or after significant changes in circumstances. SearchPRO is a powerful tool helping create transparency, gain better pricing, and enhance services from candidate providers. With SearchPRO you can reduce the confusion and frustration of selecting a 401(k) provider.
~

Fiduciary Vault

With ProsperiFi, employer and investment committee members gain access to a cloud-based, plan-specific fiduciary file. Cloud storage for committee minutes, materials, and other information helps ease access and improve decision-making capabilities. Fast, simple access
can be helpful in case of an audit and many other cases. The cloud also enables clients to upload files fast for immediate sharing.

Contact us with any questions, or for assistance regarding your company’s defined contribution plan.

Let us help you grow & Preserve your wealth

Schedule a wealth strategy review with a ProsperiFi advisor today. We’ll give you an honest assessment of your situation and how we can help.

* All investing involves risk including loss of principal. No strategy assures success or protects against loss. 

* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.