Back to ServicesFor Your LifeNext Service

Through an understanding of life experiences and sensible planning, Prosperwell Financial helps you pursue goals using a personalized 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

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Raymond James financial advisors may only conduct business with residents of the state and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Prosperwell Financial is not a broker/dealer and is independent of Raymond James Financial Services.
Investment Advisory Services offered through Raymond James Financial Services, Inc.

© Copyright 2017 Prosperwell Financial. All Rights Reserved.