Wealth Management
At Prosperitas Financial, wealth management means far more than just investing money in the stock market. In our opinion, wealth management encompasses all aspects of a client’s financial life. That is why we utilize an extremely comprehensive and holistic approach to wealth management and financial planning focused on the singular goal of helping our clients achieve financial success.
pros·per·i·tas
Advance or gain in anything good or desirable;
Successful progress in any business or enterprise;
Attainment of the object desired;
Successful, flourishing, or thriving condition;
Good fortune.
Comprehensive Financial Planning
A truly comprehensive financial plan should cover all aspects of your financial life. At Prosperitas Financial, we believe that if one piece is not functioning properly, the whole machine breaks down. That is why we take an extremely holistic approach to financial planning where we want each and every element of your financial life communicating and working together towards a common goal.
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Insuring Your Business With a Buy/Sell Agreement
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It may help your business be better prepared in the event of the death of a principal or key employee.What's the difference between group & individual disability insurance?
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Disability insurance is there to protect your career earnings, which is often a multi-million dollar number. (Your income X # of Years before Retirement) Mak...Social Security: The Elephant in the Room
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Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.How to leverage a Roth IRA if you earn more than the IRS limit - Backdoor Roth IRA
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Most aren't aware of their ability to place investment funds into a Roth IRA even if they earn more than the IRS' annual income limit. In this video, Christo...