Our Products and Services

At Prosperwell Financial, we provide assistance in the following areas:

Financial Services
Investment Services
Stocks, Bonds, Mutual Funds
Divorce Planning
Retirement Planning
Estate Planning
College Education Planning
Personal Trust Services*
Tax-Advantaged Investing
U.S. Treasury & Federal Agency Securities
IRA's (Traditional, Roth, Education, and SEP)
Corporate and Municipal Bonds
Cashless Stock Opion Exercise
ETF's, UIT's, Brokered CD's

Insurance
Term, Whole Life and Disability Insurance
Long Term Care
Variable Universal Life
Fixed or Variable Annuities

Qualified Plans for Corporations and Small Businesses
SEP IRA's, SIMPLE IRA's, Profit Sharing, and Single 401(k) plans

Other Services
Independent Research through LPL Financial
Quarterly client appreciation events
Free monthly workshops
Facilitate movement and transfer of assets: We make consolidation of your accounts easy!
Process transactions and prepare asset allocation
IRA Distributions: we calculate RMD's for you
Unlimited reviews to review and analyze your financial situation
24 hour online access to your account
Consolidated statements
Dedicated office staff to support you
Budgeting services

*Trust Services are offered through The Private Company N.A, an affiliate of LPL Financial.