--------- What we do ----------
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.
Interactive Retirement Planning
Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality.
Retirement Tax Bill Analysis
We invite you to generate a complimentary Retirement Tax Bill analysis, and see your potential taxes in retirement. This analysis can be eye-opening if you’ve saved in an IRA, 401(k) or other tax-deferred vehicles.
Your taxes determine how much of your hard-earned savings you get to keep – and how much you send to the IRS. This information is critical to making informed decisions about retirement.
Roth Conversions
Learn The Strategy How To Roth Convert Your Retirement Plan Without Using Your Principal To Pay The Taxes!
Risk Score
Based on a Nobel Prize-winning framework, the Risk Number is an objective, mathematical, and intuitive way to measure a client’s appetite for risk alongside their investments. The Risk Number is based on downside risk. On a scale from 1 of 99, the greater the potential loss, the greater the Risk Number.
--------- Our Promise ----------
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]