Products & Services

Personal Financial Planning

While the ultimate benefits may seem to lie far into the future, Prospera advisors place particular emphasis on how we get started.

Our process begins with a comprehensive analysis of your present situation, your short- and long-term goals, your business involvements, and the needs of your family and future generations. We then prepare a plan that includes all facets of your financial life, and one of our experienced advisors helps turn your plan into action, always with an eye on growing and protecting your assets. 

Investment Advisory Services

In today's world of investing, it's easy to get confused. That's why we present your options in a clear and straightforward manner. 

We work with you to create an investment policy statement, and we're disciplined about putting it to work. We concentrate on a long-term, integrated approach to wealth management, and we monitor our clients' progress to make sure their finances stay in alignment with their lifestyles. 

Insurance Advisory Services

Taking care of your family and your busines is something you do every day. But have you thought about what will happen to those who depend on you and your business in the event of a catastrophe? If not, your current efforts may not be enough. 

Prospera Insurance Solutions understands the importance of having the right insurance as part of your financial plan. We can help protect your wealth, take care of those who depend on you, and guide you through the choices that allow you to minimize estate and gift taxes.

Insurance products offered through Prospera Insurance Solutions, LLC.

Advanced Estate and Gift Tax Planning

The transfer of your personal and business assets, by gifts or through your estate, is an area where our total picture approach is of great value. Our affiliate company, LeMaster Daniels, certified public accountants and consultants, can create estate and giving plans that transfer wealth at minimal tax cost.

LeMaster Daniels will help design estate plans that can be executed as simply as possible so that your wishes are carried out in an orderly way. And LeMaster Daniels' experts will be there to help reduce emotional and administrative burdens on loved ones.

Tax Efficiency

We have found many of our clients stand to benefit greatly by a CPAs services, and our ongoing relationship with the professionals at LeMaster Daniels often creates a beneficial synergy between your tax and financial plans. Working with their CPAs, we can provide you with a total plan for reaching your goals. By using some of the best known money managers in the nation, we can individually customize your portfolio and tax-manage that portfolio through the use of private account management.

Investment Products

• Mutual Funds
• Stocks
• Bonds
• Exchange Traded Funds (ETFs)
• 529 Plans
• Variable Annuities
• Retirement Plans

Insurance Products

• Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Fixed Annuities 

Insurance Products offered through Prospera Insurance Solutions, LLC.