We handle all the financial complexity so you don’t have to anymore.
Our scope of services and desire to be helpful to clients is limitless.
At Prosperity Road, we know that no two households are exactly the same. Your goals are personal and so is your financial situation. That’s why every client goes through our initial financial planning process. This thoughtful and detailed process results in fully understanding your complete financial picture, uncovering your ambitions and concerns, and identifying vulnerabilities and opportunities unique to only you and your family.
From here, you enjoy all or any combination of the following services depending on what your situation requires.
RETIREMENT PLANNING
We ensure our clients are set up to retire the way they expect to and transition into retirement smoothly.
TAX PLANNING AND OPTIMIZATION
COLLEGE AND EDUCATION PLANNING
RISK MANAGEMENT
With us, we will always help you manage your financial risk so that you never take on more risk than your future prosperity can withstand.
WEALTH TRANSFERS
Whether you are the recipient of a wealth transfer or you want to plan for the future transfer to loved ones or charity, we walk you through each step of the process. Your intentions with your wealth are planned, upheld, and executed properly.
BUSINESS PLANNING, SUCCESSION PLANNING, MERGERS & ACQUISITIONS, AND SALES
FINANCIAL PLANNING
