Truly Prosper Financial Planning
At Truly Prosper Financial Planning, we specialize in helping people over 50 make the most of the first 10 years of retirement. These are the years that often bring the best health, the biggest decisions, and the greatest opportunities to reduce taxes.
We believe retirement planning should go deeper than just managing investments. A fulfilling and secure retirement requires clarity around both your finances and your life priorities. That’s why we take a life-centered, tax-smart approach designed to help you:
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Reduce lifetime taxes with proactive Roth conversions and withdrawal strategies
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Create a reliable income stream you can’t outlive
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Navigate Social Security and Medicare with confidence
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Clarify your vision for retirement and align your finances to support it
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Keep your plan updated as life and tax laws change
We charge a flat annual fee for ongoing retirement planning and investment management. Visit our website to learn more or to schedule a call.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.