A reimagined approach to financial planning

At The Prosper Group, we approach every investment strategy with both your short-term and long-term financial goals in mind. We’re constantly thinking fifty moves ahead because financial success isn’t how well your portfolio looks after five years – it’s how it looks in the decades ahead once you’ve retired and need to ensure financial confidence for both yourself and your family.

The best investments right now may not be the same in the years ahead, so we take a more measured approach when it comes to the risk management process and our investment strategies. We also realize that the world of investing and long-term planning might be a foreign concept for some, which is why we take the time to answer all the questions our clients have.

“What is a trust fund?”
“How does a trust fund work?”
“What are alternative investments?”
“What is risk management?”
“How much money should you have in savings?”

Above view of business documents, pen, eyeglasses on office desk

These are all common queries we get on a daily basis, and the team at The Prosper Group will make sure to answer all of them thoroughly. At the end of the day, we want you to be as educated on these matters as we are. When investors and clients are on the same page and see eye-to-eye on the game plan, great things come to fruition.

Finally, we offer a full suite of wealth management services

The Prosper Group handles:

Whatever your goals are, The Prosper Group has the talent and the resources to help you realize them.

While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of Raymond James, we do not render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

Investing involves risk, and you may incur a profit or loss regardless of the strategy selected.