Year founded:
1989
Tell us a little about your business:
We are a full-service financial planning firm dedicated to helping our clients achieve their goals. Ours is a collaborative approach, creating personalized financial plans using our proven process, smart technology, and cost-effective solutions. We aim to treat clients like family, and we strive to foster trust, respect, and approachability through our experienced service. Most of all, we love working with clients in all stages of life, whether just beginning their journey or experienced investors, our clients’ financial goals are our top priority.
What's a recent success story or milestone you're proud of?
This Spring I turned 50, celebrating 16 years in the financial planning industry and 9 years as a CERTIFIED FINANCIAL PLANNER®.
What do you love most about being part of this chamber?
The welcoming nature of the organization is great. As allies, we sometimes don’t know how to help, and the Chamber specifically provides tools for us.
What would you like our chamber members to know about your business which isn’t necessarily obvious?
We are a full-service (i.e. not just about investments) financial planning firm with no account minimums. The way I described my job to my kids when they were young is still accurate: “I help people make good choices with their money.”
Learn more at https://www.prosperityadvisors.com/