Wealth Management Services
Prosperity Financial Advisors, LLC is a financial services firm. We offer disability, traditional life and annuities and health insurance. Our professionals, through Lincoln Financial Securities, offer investments and provide fee-based advisory services employing strategic and tactical allocations designed to pursue our clients goals. We focus on key financial areas which we believe are 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, when appropriate, that their current plan dove-tails well into the services that we provide to our clients.
Whether you are looking for guidance, insurance products and services, planning, investment advisory services, or a combination of all; we will partner with you to create a foundation and build your plan for the present and future.
We welcome the opportunity to serve you in your financial journey.
Newsletters
-
Bridging the Gap Between Retirement and Medicare Eligibility
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
-
Life Insurance with Long-Term Care Benefits
Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.
-
Technology Trend: How Blockchain Could Impact the Future
Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.