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:
- Build, manage, and preserve wealth
- Prepare for retirement and other life changes
- Transition wealth safely and easily
- 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:
- Build, manage, and preserve wealth
- Prepare for retirement and other life changes
- Transition wealth safely and easily
- 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
- 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.
- 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.
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
Fiduciary Vault
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.