Prosperwell Financial

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We can help you pursue true financial happiness

Prosperwell Financial LLC is a wealth management company that helps individuals to effectively manage their wealth and have the confidence to be in control of their financial happiness.

Through an understanding of life experiences and sensible planning, Prosperwell helps clients pursue their goals using a unique and engaging process to build their confidence for making financial decisions. We can help you through your major life transitions such as:

  • Divorce
  • Job loss
  • Inheritance
  • Retirement
  • Starting or Selling a Business

Prosperwell is a woman-owned financial advisement firm that uses a mentoring approach focused on helping individuals and companies develop a healthy understanding of financial independence.

We encourage you to click on our Seminars, Workshops and Events tab where you will find some of our upcoming workshops.  These workshops will help you grow to become more confident and in control of your finances. 

Please feel free to contact us if you would like more information or to set up a time to come in and meet with one of our associates.
Calculators

Savings Accumulation

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lease Payment

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Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

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