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.

 

 

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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Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

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