We are WEALTH ADVOCATES who empower confident actions in our clients. We are not neutral. We are absolutely and enthusiastically, for you. Whether you are focused on growing your business, investing your assets, managing your cash, planning your financial legacy or trying to find a work/life balance, your prosperity happens one decision at a time. We help businesses and their owners make the right decisions to grow, sustain & transfer their wealth.
Services and/or Products:
Business Solutions: Prosperity, Inc. is an outsourced CFO service, we also specialize in succession planning, KPI development, budgeting & forecasting, job costing review & analysis & business line profitability.
Individual/Family Solutions: The Prosperity Experience is a fee-only financial planning service. We also perform asset allocation investment management, estate planning, tax planning, education planning & insurance review.
Past/Current Involvement with the Goering Center:
We joined the Goering Center in June, 2011.
Special Offer(s) for Goering Center Core Members:
One Free 2 Hour Engage Session for The Prosperity Experience