Prosperity Financial Advisors, LLC is a wealth management services provider.  Our firm primarily provides fee-based advisory services employing a strategic and tactical allocation to implement a strategy and achieve a client's objective.  Our firm focuses on the 8 Key Areas crucial for financial success. Our niche is working with established businesses and families who've already done substantial planning in traditional disciplines. Our typical client comes to us with a working relationship with one or more advisors. We demonstrate that their current plan dove-tails well into the services that we provide to our clients.


Whether you are looking for guidance and planning, investment advisory services, or a combination of both, Prosperity Financial Advisors will partner with you to lay the foundation and build upon your plan for the present and future.

Prosperity Financial Advisors welcomes the opportunity to serve you on your financial journey.

 

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Savings Accumulation

Estimate the future value of your current savings.

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Newsletters

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

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