Personal Prosperity provides a more complete comprehensive financial planning experience that examines your full financial life. Planning focuses on achievement of a person's goals and aspirations, and involves a review of investment allocation between accounts, appropriateness and level of each account funding, account investment planning, account distribution planning, budgeting, savings plans, debt reduction, short-term and long-term tax planning, risk management and estate planning.
We specialize in retirees and near-retirees and put particular emphasis on tax-efficient management of your wealth to provide the lifestyle you’ve worked so hard for. We provide investment management, but extraordinary value is realized through financial aspects external to the actual management of investments, such as tax planning and efficient distribution/accumulation strategies.
Our unique and personal approach also doesn't stop at provision of the comprehensive financial plan. Personal Prosperity stands by your side to assist with implementation. As life progresses and circumstances change, we will continually monitor your situation and review potential adjustments with you to help ensure achievement of the life you desire.
Personal Prosperity provides advice to people in many walks of life, but we've come to focus on families and individuals who are approaching retirement or those who have reached financial independence. Our aim is to assist them in achieving their goals while living the life they wish to experience.