Wealth Management Services
Prosperity Financial Advisors, LLC is a financial services firm. We offer disability, traditional life and annuities and health insurance. Our professionals, through Lincoln Financial Securities, offer investments and provide fee-based advisory services employing strategic and tactical allocations designed to pursue our clients goals. We focus on key financial areas which we believe are crucial for financial success. Our niche is working with established businesses and families who've already done substantial planning in traditional disciplines. Our typical client comes to us with a working relationship with one or more advisors. We demonstrate, when appropriate, that their current plan dove-tails well into the services that we provide to our clients.
Whether you are looking for guidance, insurance products and services, planning, investment advisory services, or a combination of all; we will partner with you to create a foundation and build your plan for the present and future.
We welcome the opportunity to serve you in your financial journey.
Covered by Medicare? Discover how observation status can impact your out-of-pocket costs and eligibility for post-hospital skilled nursing facility coverage.
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the future value of your current savings.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.