We're on Your Team

For Business Leaders

If it’s money, it’s personal – especially if your business rides on it. Prosperity understands the responsibility and pressure today’s business owners feel. Whether it’s hiring and retaining qualified employees, selling your business or staying profitable in the face of skyrocketing benefits costs, As a certified financial planner, Prosperity has the experience and know-how to provide your company with the right solution.

We specialize in helping companies attract and reward talented employees by customizing highly-competitive benefit packages that are within a manageable budget. Prosperity’s comprehensive process ensures that your needs will be met even if you’re not quite sure what they are. Our goal is to provide complete solutions, not just products. We’ll search for superior financial and benefit solutions to best serve your company’s needs.

Our commitment to your company’s financial success is what you would expect from a trusted business partner and advisor. Many of our corporate clients consider us an integral part of their business team. Since we’re a certified financial planner, we can definitely take the time to train and educate your employees and executives on their benefits. That’s just the beginning of a long-term relationship – Prosperity’s personnel remain available to assist you and your employees at a moment’s notice.

Business Services

  • Succession Planning
  • Key Person Insurance
  • Business Planning
  • Group Benefits
  • Medical Plans
  • Dental Plans
  • Long Term Disability
  • Group Life
  • Long Term Care

Executive Benefits

  • Deferred Compensation
  • Split Dollar Plans
  • Employee Stock Options
  • Salary Continuation
  • Financial Planning

Retirement Plans

  • 401(k) Plans
  • Profit Sharing
  • Pension Plans
  • SEP IRAs
  • SIMPLE IRA Plans

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Market Data

Market DataBank: 4Q 2019

The Economy is Changing.
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