Welcome to Prospera
Prospera 5 Point Approach
1. Understand your personal economy
2. Protect what you’ve saved
3. Preserve your wealth
4. Grow your retirement income
5. Consider the taxes
Your Financial Journey, Simplified
At Prospera, we believe great planning starts with great conversations. Our client journey is designed to give you a complete picture of your financial life, and our ongoing service model ensures your strategy evolves with you. Let’s plan your future—together.
Learn more about our client journey →
Our Financial Ecosystem Approach
Through our Financial Ecosystem approach, we bring together all the disconnected elements of your personal economy to illuminate new opportunities. We believe a plan is better, which is why we focus on coordinating our strategies to integrate every aspect of your financial life, from protection to preservation to growth and estate, ensuring they work harmoniously towards your goals. By connecting these components, we uncover hidden potential, supporting a cohesive plan tailored to your unique circumstances. We collaborate with you to understand your dreams and aspirations, crafting strategies that maximize your financial growth and stability. With the Prospera Financial ecosystem approach, we help you achieve a balanced and thriving personal economy, providing clarity and confidence through every stage of your financial journey.
Wealth Preservation and Income STrategies
We all want to achieve financial independence and to have confidence that we can rely on our income throughout retirement. With a focus on safe-money solutions, our Wealth Protection and Income approach offers tailored strategies designed to safeguard your financial future and ensure a steady stream of income throughout your life. We provide comprehensive strategies that help you build and preserve wealth, offering peace of mind and financial stability for you and your loved ones.
Our services include crafting personalized income plans that provide continuous income flow, while also protecting your assets against life's uncertainties. Safe money strategies, including Tax-Free Retirement Account (TFRA) options, play an integral role in your overall financial strategy. By integrating these solutions into your plan, we help you achieve long-term security and confidence in your financial journey.
The first step to determining how much of your retirement funds should be in each risk category is to determine your risk profile. To better understand your overall risk profile, you can take the free Color of Money Risk Assessment. The report will show you how much of your money belongs in green money. This is the starting point to help bring clarity to the balance of risk you should consider for your retirement funds.
Asset Protection Solutions
Our asset Protection and risk Management services focus on quality and affordability. As an independent broker we tailor solutions to safeguard your valuable assets and mitigate potential risks. Our comprehensive strategies ensure that your properties and possessions are well-protected against unforeseen events, providing you with peace of mind and financial security. We work closely with you to understand your unique needs and develop customized plans that shield your assets from potential threats. By integrating these solutions into your overall financial strategy, we help you maintain stability and confidence in the face of life's uncertainties.
Business Owner Strategic Services
We often find a disconnect between the business finances and the owners finances, leaving finances feeling unclear and owners feeling frustrated. In many cases business owners lack the time to handle personally and may not have in-house capabilities to analyze financial results and create strategic financial strategies to support their business. At Prospera, we balance sheet! We understand how to help you create financial analysis, forecasting and implementation systems to drive business results and to help you maximize the value of your business cash flows to support organizational AND personal outcomes. Whether you want to consider growth opportunities, need to reduce taxable income, retain top talent or consider succession options, we can help you develop and implement financial strategies for success.