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Through an understanding of life experiences and sensible planning, Prosperwell Financial helps you pursue goals using a unique and engaging process to build your confidence for making financial decisions. We can help guide you through your major life transitions as well as critical financial challenges.

We can provide support to you through:

Comprehensive financial planning

Estate and advanced estate planning

College education planning

Retirement planning

Investment consulting

Advanced portfolio and investment analytics

Tax-sensitive investing

Alternative investments

Divorce planning

U.S. Treasury and Federal Agency Securities

IRAs (Traditional, Roth, Education and SEP)

Corporate and Municipal Bonds

Setting up a 401(k)

We offer the following insurance:

Term, Whole Life and Disability Insurance
Long-Term Care
Variable Universal Life
Fixed or Variable Annuities

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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