General Info:
Prosperitas Financial was founded with the primary goal being to provide exceptional comprehensive financial advice and services to clients in order to assist them in achieving their financial goals. Prosperitas does this by providing an extensive array of tools and resources to elite financial advisors and financial service providers, so that they are able to meet the wide-ranging needs of their clients. This unique collaboration of financial service providers allows us to advise our clients on the myriad of financial needs they may have.
Whether it is financial planning, wealth management, life insurance, long-term care insurance, disability insurance, corporate benefits, employer retirement plans, health insurance, estate planning and trust services, tax preparation and planning, college guidance, lending, business succession planning, and more, we have specialists on our team with the expertise, knowledge, and experience to guide our clients down the right path. This is a truly holistic version of financial planning, guidance, and advice provided by elite advisors who are supported by a team of financial specialist and staff. And when we refer to an advisor as an elite advisor, we are not referring to the size of their practice, but rather we are referring to size of their heart and their passion.
At Prosperitas, we believe an elite advisor is someone who is truly committed to the success of their clients. An elite advisor is an advisor with an overarching goal to help their clients reach their financial goals. A compassionate pursuit to do everything in their power to turn their client’s financial dreams into a reality. At Prosperitas Financial, we believe if we can partner up with these types of elite advisors and provide them with the tools and resources necessary to deliver first-class financial services and advice, we can greatly improve the lives of every client we have the pleasure of working with.