At Prosperity Financial Solutions, LLC, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.
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Knowledge is power. It is also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets.
At Prosperity Financial Solutions, LLC, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry.
David sits with you and takes notes on any concerns, or issues, you have on your mind. Then he will go through a short two-page questionnaire asking you about basic details of your current situation. Names, address, contact information. Then he will ask you about your family make-up, estate document questions, asset inventory (round numbers, basic info).
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews (3)
Karen Dawson
Dec 26, 2019
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Merritt Dawson I have been with prosperity financial solutions for quite a while(10 yrs +). I have found them to be extremely helpful with my financial needs, resulting in a very lucrative portfolio. I am ecstatic with the financial gains my family is benefitting from! Kudos to Financial planners David Wilcox & Ross Ansten!!!
Craig Sonnenberg
Sep 16, 2019
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The team at Prosperity Financial Solutions has been extremely helpful guiding us through a retirement process that involved financial investments, insurance and long term health care planning. I highly recommend them for all of your financial planning needs. I look for people that have the highest integrity when dealing with my finances and they exemplify integrity!
David Wilcox
Jan 21, 2019
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