Considering a Roth Conversion?
Let Us Do The Heavy Lifting To Find Out If Roth Conversions Are Right For You...
Learn The Expert Strategies To Minimize Retirement Taxes By Roth Converting Without Using Your Principal To Pay The Taxes
Here Is Our No Cost Offer For You...
Book a 15 minute consultation with a Licensed Roth Conversion Specialist and receive your own custom Roth Conversion Success Kit:
A Roth Conversion Guide
This PDF Guide will be emailed to you immediately and is a valuable tool to fully understand Roth Conversions
Custom Tax Impact Report
This report will answer your biggest question: "Will I actually save money by Roth Converting?"
The Tax Impact report will show you exactly how much money in taxes a Roth Conversion can save you in lifetime Taxes
Roth Conversion Calculators
These will show you your optimal Roth Conversion Timeline and unlock effective, little know strategies to help you save money in Taxes while Roth Converting
Your Roth Conversion Specialists
John Ramsden
Founder
Marc Rogers
Founder
Our Services
FINANCIAL PLANNING
Personalized plans to achieve your financial goals, from budgeting to estate planning. Secure your financial future with tailored strategies.
INVESTMENT PLANNING
Strategic investment management to maximize returns and minimize risks. Tailored plans aligned with your financial objectives.
RETIREMENT PLANNING
Comprehensive strategies for a secure, worry-free retirement. Maximize your retirement income and protect your future.
INCOME PLANNING
Ensure a reliable income stream with personalized strategies. Optimize your financial stability and peace of mind.
TAX REDUCTION
Minimize tax liabilities with expert strategies. Keep more of your wealth through optimized tax planning and asset diversification.
WEALTH MANAGEMENT
Grow and protect your assets with our disciplined approach. Advanced tools and personalized strategies for optimal financial results.
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What Others Are Saying
Victor Osborn - North Carolina
John guided me through the process of doing a Roth Conversion without using my principal to pay the taxes. I needed this money safe and secure and tax free and we are on our way to doing just that!
Nancy Speedwell - Arizona
I was working with a big bank and I wasn't sure if what I was doing was putting me in the best position for retirement. We did a full comprehensive plan and found ways to optimize my portfolio and reduce my future RMDs. This was the advice I had been searching for.
Jake Wilson - Florida
I wanted to minimize my RMDs and pass money down to my kids without them paying an absurd amount in taxes. We created a plan to strategically move the money into tax free buckets over the next several years and the money can grow tax free forever. 10/10 advice.
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Our Commitment To You
At Prosper Wealth Partners, our commitment to you is built on five key principles:
EXPERTISE:
With over 20 years of experience, our team expertly navigates complex financial challenges to provide you with top-notch advice and solutions.
PERSONALIZED APPROACH:
We understand every client is unique. We take the time to learn your individual needs and goals, crafting personalized strategies just for you.
TRANSPARENCY:
We believe in open and honest communication. You’ll receive clarity and peace of mind at every step of your financial journey.
RESULTS-ORIENTED:
Your success is our success. Our ultimate goal is to help you achieve financial security and prosperity.
INDEPENDENCE:
As a Registered Investment Advisor (RIA), we act as fiduciaries, always prioritizing your best interests with unbiased advice and the best industry products.
Office: 6900 E Camelback Rd Suite 990, Scottsdale, AZ 85251
Call (866) 440-2374
Email: [email protected]