Build...Protect...Provide.
  

SERVICES | Overview

Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing.

That's why, at Prosperity, LLC, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.

Once we complete the initial process of setting up your comprehensive financial plan, it doesn't end there. We'll monitor your progress toward achieving your financial goals. And we'll meet regularly with you to make sure your investments reflect your current life circumstances.

Because we work so closely with you, we tend to think of our clients as our friends. So don't be surprised if you ever get a phone call from us just to say hi.

Outline of Services

I.      Presentation of Services
         a.Services we offer access to

  • Asset Management
  • Retirement Planning
  • Cash Flow Analysis
  • Estate Planning
  • Tax Planning
  • College Planning
  • Financial Analysis through divorce
  • Insurance Planning including Long Term Care
  • Consulting Services

         b.How we differ from most of our competitors

  • Customized asset allocation for each client
  • Greater individualized attention through client:planner ratio
  • Team approach—tap into the expertise of all four partners
  • Willing to explore all investment vehicles
  • More sensitive to cost incurred by the client

         c.Fees for service

  • Portfolio management fee (calculation based on percentage of assets: 1% maximum) OR
  • Consulting services at $250 per hour

II.     Market Research/Expertise

         a.Prosperity, LLC

  • In-depth investment selection process

         b.Commonwealth Financial Network

  • Market and investment research
  • Economic commentary

III.   Specific Investments

         a.Load and no-load investments

         b.Annuities where appropriate

IV.   Client Service

         a.Semi-annual or quarterly reviews (based on your preference)

         b.Online access to your accounts


Important Information About Your Advisor.

HOME | ABOUT US | OUR SERVICES | ACCOUNT ACCESS | OUR PROCESS | TOOLS & INFO | THE MARKET | GLOSSARY | HAPPENINGS | CONTACT US | VIRTUAL PROSPERITY | ARTICLES
This communication strictly intended for individuals residing in the states of AZ,CA,CO,CT,DE,FL,IL,LA,MA,MD,MI,MN,MS,NC,NH,NJ,NV,NY,OH,PA,RI,TX,UT,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
Privacy Policy
© Copyright 2005 - 2017