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At Prosperwell Financial, we are passionate about taking complex, boring and overwhelming financial matters and making them fun, interesting and easy to understand.

If you are looking for resources that share an understanding of life experiences with sensible financial planning knowledge, check out our series of books, seminars, workshops, media and events.

Let us help you

Topics include:

Job Loss: Taking control and persevering

Starting or Selling a Business:
Helping business owners flourish

Investing Your Wealth

Budgeting: Overcoming the pitfalls

Road Map to Retirement


Re-Engineering Retirement

Women, Money and Happiness

Estate Planning

Saving for College: Where do I begin?

Money 101

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.

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