Financial Planning
Once we know your goals, and we know what state your finances are in currently, we can create a plan for you and present our financial recommendations. There’s rarely one way to get from Point A to Point B. We provide you with the pros and cons for scenarios; we help you make a comprehensive wealth management plan.
Securities offered through Parkland Securities, LLC, member FINRA/SIPC.
Prosperity Financial is independent of Parkland Securities, LLC.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. ARE-7236 | 20060 - 20202/5/4