THE FINANCIAL WORLD CONTINUES TO GROW WILDLY COMPLEX.
You could use some help. That help needs to come from a firm you trust. We’re independent, and we’re staying that way; we don’t sell you products – we provide strategies. We start by listening and we listen actively. What we hear becomes the foundation of a financial roadmap guided solely by your specific circumstances and objectives. The plan then drives every recommendation we design for you. We keep you accountable by staying on top of your needs and we expect to be held accountable and deliver the client service you deserve – that is how a real partnership works.
It’s a simple idea — Yet a sophisticated one.
Complex Financial Affairs
Our specialty is helping senior executives, business owners and other high performance individuals manage their finances strategically, so they and their families can live the life they want to live. Learn more
Our purpose is to enhance the lives of others through implementing Intelligent Financial Insights™. We're defined by helping you become your best. Prosperifi is built on principles of serving only our Client to the best of our ability. Learn more
The knowledge and technology available today has opened an opportunity to create bridges for those who clearly see their future and need to make sense of their current resources. We design a journey to get to your ideal future by organizing and coordinating your existing resources.
We take the time to get to know you. This part is essential. We dig into your aims, objectives and vision, so we can help you pursue them. Learn more
Step 2: Collaborate
We work with your existing trusted advisors, who are familiar with your needs and aspirations. Where needed, we access our external relationships along with the vast resources of LPL Financial and for specific areas of expertise that would benefit from additional consult or a second opinion.
Step 3: Design
We combine our knowledge of you, knowledge of wealth management and leverage our resources in the most efficient manner that makes sense for you and your situation. At this stage, we guide you through a series of meetings designed to educate you about and define personalized strategies. Learn more
Step 4: Implement
To the degree you want us to, Prosperifi will act as primary point of contact for all your financial affairs to assure you are receiving consistent advice aligned with your goals. Learn more
Step 5: Manage
As your objectives changes and markets fluctuate, we make ongoing tactical adjustments, as needed, consistently strategizing to ensure that your roadmap complements your changing life priorities.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. LPL Financial is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: IL, WI, CO, CA and FL.