Services

If you are just starting out, retired, or anywhere in between, Prosperity Financial Associates has services to offer you. We work with individuals, families, retired and active military, business, and employees of those businesses.

You can count on us to do the right thing, based on your best interest, not ours. We want to understand your current financial situation and your goals, then work with you to plan the next steps, answering your questions along the way. 

Through our initial consultation, we will determine the services that are right for you, but our services include the following: 



Investment Planning:





  • Asset allocation
  • Diversification
  • Second opinion reviews of current portfolios



Retirement Planning:



  • Business planning
  • IRA contributions and conversions
  • Employer-sponsored plans
  • 401k set up and management
  • Annuities
  • RMDs and withdrawal strategies



Family Services:



  • College savings plans
  • 529 plans
  • Roth IRAs for children
  • Elderly planning
  • Legacy planning
  • Divorce and widowhood services



Asset Protection Services:



  • Support for guardians of minor children



Risk Management & Insurance:



  • Life insurance analysis
  • Long Term Care, disability, and health insurance



Cash Flow and Budgeting:



  • Cash flow analysis
  • Expenses and budgeting
  • Debt management
  • Emergency savings
  • Planned purchases