Back to ServicesFor Your Business/OrganizationNext Service

Developing wealth from the inside out is something we take very seriously. We help companies and organizations develop a healthy understanding and plan for financial independence.

Our wealth advisors take the time to understand your vision and goals, and then leverage the best resources and intellectual capital to help you pursue your goals.

Your organization can then confidently understand and embrace financial decisions that engage executives and employees – and get you on a successful journey of experiencing financial happiness.

From providing comprehensive strategic planning and implementation to serving as a mentor or guide for the strategies you have developed, Prosperwell Financial can help you and your organization.

Get a free plan analysis

We also provide end-to-end analysis of your organizations current retirement plan. Our process includes four areas of review:

  • Plan Costs

    We benchmark your plan costs and compare them to plans of similar size and industry.

  • Plan Operations

    We examine your current IPS, EPS and Committee Charter and determine your Fiduciary Wellness.

  • Investments

    We complete an analysis of your current lineup, and will examine all other possible options available.

  • Employee Behavior

    We assess your participation rate, and offer strategies where there is a need to increase enrollment and employee satisfaction.

The Women's Choice Award(c) by WomenCertified Inc. is the premier recognition award for advisors who provide quality service to their female clients. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representative associated with this website may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), District of Columbia (DC), Florida (FL), Georgia (GA), Iowa (IA), Indiana (IN), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisianna (LA), Michigan (MI), Minnesota (MN), Missouri (MO), North Carolina(NC), Nebraska (NE), New Jersey (NJ), New Mexico (NM), Nevada (NV), New York (NY), Ohio (OH), Oklahoma (OK), Pennsylvania (PA), South Carolina (SC),Texas (TX), Virginia (VA), Washington (WA), Wisconsin (WI), Wyoming (WY).

Check the background of investment professionals associated with site on FINRA’s BrokerCheck.

© Copyright 2015 Prosperwell Financial. All Rights Reserved.