For Your Life

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)
Core value financial planning in Minneapolis

We offer the following insurance:

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