As an Entrepreneur, your personal and business life often overlap. Your financial planning demands should be developed and reviewed through a coordinated and comprehensive lens. Your personal and business goals and challenges are intricately tied and often rely on your readiness to respond regardless of the unexpected and can help you in retirement.
Prosperifi has the experience in understanding and working with your unique needs and demands. We can work with you as you launch your business, grow your business and eventually look to transition your business. Regardless of what stage you’re at today, it’s important to align your personal goals along with the plans you have in place for your business and financial strategies.
You’ll be better equipped to establish a foundation that can help work towards securing your financial future in business and in retirement.
Our services are designed to enhance your life by delivering Intelligent Financial Insights™:
- In Addition to our Individual & Family Capabilities
- Risk Management
- Executive Benefits
- Trust Services **
- Advance Tax Strategies *
- Succession & Transition Planning
- Investment Banking Resources
*Tax services are not offered by Prosperifi, LLC, LPL Financial or affiliated advisors.
**LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.