For Your Life

Through an understanding of life experiences and sensible planning, Prosperwell Financial helps you pursue your 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.

Investment Management:

  • Determine Appropriate Investment Allocation
  • Investment Research
  • Professional Money Management
  • Asset Rebalancing
  • Consolidated Online Account View
  • Behavioral Coaching
  • Company Stock Options Analysis
  • Implementation of Investments
  • Professional Money Management
  • Mutual Funds, ETF’s, CD’s, Stocks, etc.
  • Traditional IRA, Roth IRA, SEP, SIMPLE etc.
  • Retirement Plan Analysis
  • Understand Risk Tolerance
  • Investment Consulting
  • Advanced Portfolio and Investment Analytics

Comprehensive Financial Planning:

  • Develop Financial Goals
  • Cash Flow Management
  • Retirement Planning
  • Charitable Planning
  • Identify How Much to Save
  • College Funding Strategies
  • Insurance Analysis
  • Look for Ways to Reduce Taxable Income
  • Coordinate Wealth Management Team
  • Family Meetings
  • Annual Strategy Meetings
  • Divorce Planning
  • Qualified Plan Beneficiary Strategies


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