We handle all the financial complexity so you don’t have to anymore.

Our scope of services and desire to be helpful to clients is limitless.

At Prosperity Road, we know that no two households are exactly the same. Your goals are personal and so is your financial situation. That’s why every client goes through our initial financial planning process. This thoughtful and detailed process results in fully understanding your complete financial picture, uncovering your ambitions and concerns, and identifying vulnerabilities and opportunities unique to only you and your family.

From here, you enjoy all or any combination of the following services depending on what your situation requires.

retirement planning financial planning

RETIREMENT PLANNING

We ensure our clients are set up to retire the way they expect to and transition into retirement smoothly.

tax planning

TAX PLANNING AND OPTIMIZATION

We don’t let you unintentionally suffer high tax consequences by helping you strategize your financial and business decisions.
education planning

COLLEGE AND EDUCATION PLANNING

We work with families to make sure the amount you wish to have for your children’s or grandchildren’s education is prepared.

RISK MANAGEMENT

With us, we will always help you manage your financial risk so that you never take on more risk than your future prosperity can withstand.

wealth transfer

WEALTH TRANSFERS

Whether you are the recipient of a wealth transfer or you want to plan for the future transfer to loved ones or charity, we walk you through each step of the process.  Your intentions with your wealth are planned, upheld, and executed properly.

business planning

BUSINESS PLANNING, SUCCESSION PLANNING, MERGERS & ACQUISITIONS, AND SALES

For our clients, business financial decisions and personal financial decisions are co-mingled. We help you manage your finances in consideration of both.

FINANCIAL PLANNING

All encompassing and always ongoing, our financial planning services are designed to make your path to financial prosperity clear and maintained.
family planning

FAMILY PLANNING

We take extra steps to include your family in financial planning and decision-making.

Together, we connect all pieces of your financial picture and define a clear path to your prosperity.