Be Secure in Your Prosperity
Know you’re doing everything you can to preserve your wealth and honor your family.
Leverage the Right Expertise
Gain Financial Clarity
Experience Financial Freedom
You’ve Worked Too Hard to Put Your Prosperity at Risk
Your prosperity should never be at risk.
You’ve Worked Too Hard to Put Your Prosperity at Risk
Your prosperity should never be at risk.
Gain Financial Clarity and Feel Confident on Your Road of Prosperity
Make the right decisions for your family and your business.
From selling a business to scaling it, make sure you know how your strategic decisions will impact your personal wealth.
Avoid financial risk.
As an entrepreneur, you are accustomed to assuming a certain level of risk. When it comes to your money and legacy, there are smart ways to maximize your finances without taking on unnecessary risk.
Take advantage of financial opportunities unique to your situation.
Don’t miss out on opportunities that allow you to build more wealth, reach specific life goals, and have an even greater impact.
Preserve your wealth for generations and causes to come.
You built your wealth, now it’s time to make sure it lasts for the people and the causes you always intended for your money to help.
We’re Focused on You, Your Family, and Your Individual Situation.
We are fiduciaries, which means we always work in your best interests at all times in all matters.
We specialize in working with clients with complex financial situations like liquidity events, intergenerational wealth transfers, and tax optimization strategies.
We completely understand your commitment to your family and why it is so important you protect what you built for them.
Stop Wondering if You’re Making the Right Financial Decisions
At Prosperity Road, LLC, we know you want to be financially secure and sure you’re doing everything right to preserve your money. In order to do that, you need a way to successfully manage your prosperity and get the financial clarity you deserve.
How We Help You Manage Your Prosperity
We have a meeting.
This is where we get to know each other, understand your needs and concerns, and answer any questions you have.
We get a complete view of your total financial standing.
By collecting a little more information, we are able to confidently identify your unique opportunities and vulnerabilities that stand between you and the goals you want to achieve.
We present a preliminary plan.
Learn the steps that can be taken to gain financial clarity and further your prosperity.
We have a meeting.
This is where we get to know each other, understand your needs and concerns, and answer any questions you have.
We get a complete view of your total financial standing.
By collecting a little more information, we are able to confidently identify your unique opportunities and vulnerabilities that stand between you and the goals you want to achieve.
We present a preliminary plan.
Learn the steps that can be taken to gain financial clarity and further your prosperity.
Most Advisors See and Work With This
WE FOCUS ON YOU, YOUR FAMILY AND YOUR INDIVIDUAL SITUATION. NOT RETURNS AND FORCASTS.
Together, we connect all pieces of your financial picture and define a clear path to your prosperity.
FAMILY
Caring for your family and enjoying your life are your main goals. We are 100% focused on the collective goals of the family. From starting a family, to planning for kids’ college education, retirement, and caring for aging parents, we are your independent partners every step of the way.
FINANCIAL FREEDOM
You want the freedom to live the life you want and know that you are doing the right things for your family. We help you achieve and maintain your ideal lifestyle so you can focus on the important things in your life.
RETIREMENT
How much can I spend and what do I need to save to spend what I want in retirement? These are common retirement planning questions. We help clients create their ideal retirement and partner with them to make that ideal a reality.
TAXES
Death and taxes are two topics many want to avoid, but that are inevitable. We maintain a keen, consistent awareness of the tax implications of every financial decision, from starting or selling a business to type and taxation of income in retirement, helping you maximize your wealth.
WEALTH TRANSFER
You have worked hard to build your wealth and want to ensure that it is left in the right hands. With simple and proper estate planning, we help ensure your wishes are met and your family does not have to guess your intentions after you pass.
COLLEGE
Higher education is one of the biggest and most important investments a parent/grandparent can make. We help you plan for this well in advance to optimize the amount available, the tax-efficient use of the money, and the appropriateness of the investment.
INSURANCE
You have worked hard to build your assets. We put an equally intent focus on protecting them with a comprehensive risk management strategy.
BUSINESS
Owning your own business requires a combination of courage, creativity, and tenacity. From a start-up budget, to cash flow planning, maintenance, and sale of a business, we are clients’ independent partners in the difficult decisions required for a business to grow and prosper.
The Prosperity Playbook
Learn how to maintain and secure your money for generations to come
