Expertise in all aspects of retirement & financial planning.

Prudent Prospera Planning serves clientele throughout the United States.

INVESTMENT MANAGEMENT SOLUTIONS

Fee-based active asset & investment management for the capital growth portion of your assets.

RISK MANAGEMENT WITH INSURANCE SOLUTIONS

Asset and income protection for the secure portion of your assets.

LIFE INSURANCE SOLUTIONS

Family and business protection and legacy planning.

LONG-TERM CARE SOLUTIONS

Traditional insurance and alternative asset-leveraged alternatives.