Financial planning for personal wealth and business management are often intertwined. It makes sense that your business and financial advisors be connected too.

At Prospera Wealth Management, our experience as both financial planners and business consultants gives us a panoramic view of your total wealth package. Our affiliation with LeMaster Daniels, certified public accountants and consultants, affords us access to professional expertise in all the financial disciplines affecting your portfolio.
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lease Interest

What's the interest rate on the lease you're considering?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

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