"Planners are all created equal, but not equally gifted, talented or knowledgeable."
How are we different?
Our plans are not strategized equally. They are created with economic defensive techniques centered on your personalized purposes and life positioning. Simply put, our plans protect, provide and progress specifically for you. ©
"It's not the financial gains over the years, but the years it takes for financial gains". - (adapted; Abraham Lincoln)
10 biggest Questions Consumers Should Ask
To Avoid engaging the Wrong Financial Planner
Searching for a financial professional can be overwhelming. Our "10 biggest questions to ask all financial planners" provides guidance for evaluating potential planners.
What We Do: quick Case Studies
Scenario 1: Close to Retirement
Can and how do you consolidate retirement funds?
What We Provide:
What taxes will you pay?Will your retirement income be enough?When can I set a date to retire?What about social security and the special supplement?What happens when I am eligible for Medicare?
The above case study is hypothetical and does not involve an actual clients. No portion of the content should be construed by a client or prospective client as guarantees they may experience the same or certain level of results or satisfaction upon engagement with Prosperity Insights' services.
Scenario 2: Retired
What We Provide:Will my spouse be ok if something happens to me?
What happens to my medical insurance when Medicare starts?
Do I have funds to travel?
Can I work part-time?
What are my taxes and what happens with RMD?
When do I begin taking social security?
The above case study is hypothetical and does not involve an actual clients. No portion of the content should be construed by a client or prospective client as guarantees they may experience the same or certain level of results or satisfaction upon engagement with Prosperity Insights' services.
Scenario 3: Divorce
Can and how do you consolidate retirement funds?What taxes will you pay?Will your retirement income be enough?When can I set a date to retire?What about social security and the special supplement?What happens when I am eligible for Medicare?
The above case study is hypothetical and does not involve an actual clients. No portion of the content should be construed by a client or prospective client as guarantees they may experience the same or certain level of results or satisfaction upon engagement with Prosperity Insights' services.
Scenario 4: Civil + Uniform Service
Can and how do you consolidate retirement funds?
What taxes will you pay?
Will your retirement income be enough?
When can I set a date to retire?
What about social security and the special supplement?
What happens when I am eligible for Medicare?
The above case study is hypothetical and does not involve an actual clients. No portion of the content should be construed by a client or prospective client as guarantees they may experience the same or certain level of results or satisfaction upon engagement with Prosperity Insights' services.
