Personal Financial Planning We offer total care through our Financial Planning Services team. When planning the future for your family, you want to look at how all your assets work together to create financial stability. After all, it's not what you earn, it's what you keep. Here are some of the areas we look at when creating a personal financial plan: Income tax preparation - Education funding
- Charitable giving assistance
- Retirement and cash flow planning
- Insurance needs analysis
- Stock-options planning
Along with the professionals in our sister company, Prospera Wealth Management, we can also provide you with an array of services including: - a financial plan that looks at your overall picture
- an individually customized investment portfolio
- private account management to help to tax-manage your portfolio
We are two companies working together to offer the widest range of experience to bring peace of mind for your financial future. Investment advisory services offered through Prospera Investment Advisors, LLC, a registered investment advisor. Financial advisors of Prospera Investment Advisors offer securities through and are Registered Representatives of Securities America, Inc. Insurance products offered through Prospera Insurance Solutions, LLC. Prospera Investment Advisors and Prospera Insurance Solutions are not affiliated with Securities America. < Back to Services
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