Investing

Investing: to commit (money) in order to earn a financial return

Prosperwell Financial offers their clients access to a wide range of financial products through LPL Financial, which include stocks, bonds, mutual funds, money market funds, asset management and insured certificated of deposit.  We also offer Life Insurance, Fixed Annuities as well as Variable Annuities and Managed Futures through LPL Financial.

Wealth Plan Questionnaire
Please fill our prior to your initial consultation
 

Designation of Beneficiary
Form to change the beneficiary on your account
 

Transfer on Death Agreement
Form to establish or change a Transfer on Death account for an individual


Contribution Check Security
Form to send in with your check made payable to "LPL" for an IRA contribution
 

Distribution from IRA
Form to take a distribution from your IRA
 

Periodic Contribution
Fill out to set up automatic contributions to your IRA.  Attach a voided check
 

Master Account Agreement
LPL agreement for your account