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

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.

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Newsletters

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

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