Services

Prosperwell Financial provides a wide variety of services to individuals, companies, and the community. Our team of wealth advisors work with clients of all ages and backgrounds to help understand your finances today, the potential for tomorrow and needs for the future.

  • For Your Life

  • For Your Business/
    Organization

  • Furthering Your Knowledge

  • For Police Officers

  • Resources

Seminars

Women, Money
and Happiness

A fun and empowering workshop on investing for women

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Face your
Financial Fear

This presentation is designed to help alleviate anxiety and learn solid steps for pursuing your long-term financial goals

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Money Matters
of Divorce

Learn the tools to cope with the financial aspects of divorce.

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Money 101

Learn steps to help you becoming financially independent and wise about your money.

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RoadMap to
Retirement

Commonly made IRA planning mistakes could be putting your retirement plans in jeopardy. Join us to learn the 12 common IRA planning mistakes to avoid.

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Money
Management
for Business
Owners

A workshop for those thinking about starting a business or own one already. We will cover whatyou need to know from a financial standpoint.

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Teaching your
kids about
money

This presentation is focused on practical and useful ways to teach your kids about money.

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