At Prosperity Partners Wealth Management, our job is to help you maintain your lifestyle, preserve your wealth, and create your legacy for today, tomorrow and years to come. Whether you are making plans or going through a major life transition, you have worked hard preparing for your financial future.
The question is, are you really ready for what may lie ahead? The risks are too great, and time is too short to financially go it on your own. Now is the time to let us help you love your life, leave your legacy, and feel confident about the next steps on your path. Call or e-mail us today for information on how we can help you live, love, and leave a legacy.
The question is, are you really ready for what may lie ahead? The risks are too great, and time is too short to financially go it on your own. Now is the time to let us help you love your life, leave your legacy, and feel confident about the next steps on your path. Call or e-mail us today for information on how we can help you live, love, and leave a legacy.
Services
Ali Swofford is the President of Prosperity Partners Wealth Management, LLC and shares over 35 years of financial wisdom and experience with her retirement planning, and wealth management clients. She focuses on turning retirement confusion into retirement clarity both for native Tennesseans and those choosing to move and retire in Tennessee.
We believe in developing strong personal relationships with our clients. As an independent planning and wealth management firm, our focus is not on the number of accounts we can open, but on the quality of the experience each client receives. We have dedicated team members who treat you like family, listen to your needs, and help solve your problems.
When it comes to building wealth and planning for your retirement, balancing growth with asset protection is vital to your success. We utilize the "Bucket Planning Approach" to visualize your assets into three areas of focus. It's simple but effective and we welcome the opportunity to walk you through the nuances.
Sound financial planning inherently assumes that everyone's individual financial and life circumstances are unique. We believe financial planning is more of a process than a destination. We begin our process by learning about you, your goals, and your family's financial position. Then we work with you to gather data about your risk-tolerance level, cash-flow needs, tax situation, and other factors that may affect your finances over time.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that gets you there. And as your life changes, we'll adjust your plan so it better aligns with your new path. There is no one-size-fits-all financial plan or investment.
Reviews (2)
Ursula Thompson
Sep 30, 2021
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My husband and I have been very pleased w/ Prosperity Partners Wealth Management. All the ups and downs w/ stocks, bonds, annuities, social security, retirement issues, etc., Ali and Craig have guided us w/ our financial decisions. They are on top of all the legal and financial changes and have the expertise that is needed so that my husband and I can make educated decisions. The quality isn't just good quality, it's exceptional. Responses are quick and the professionalism is outstanding. They exceed all of our requirements and expectations as we continue to make decisions w/ our hard-earned income
Letitia Cameron
Sep 24, 2021
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I found this company through a friend referral during the 2008 recession, after an unfortunate experience with the "free" advisors at a local bank, and have been so pleased with their level of knowledge and professionalism. Ali and Craig are excellent money managers and they are exceptional teachers as well; they will explain new products or concepts as many times as is necessary, and I really appreciate that. Regardless of how big or how small your nest egg may be, they treat it with the same care they would a billion-dollar account, maybe more so because they seem to clearly get how vital it
