Given today’s difficult economic times, Prosperity Wealth of Florida, LLC., is more aware than ever of the challenges faced by retirees and those wishing to retire shortly. Our company’s mission is to take time getting to know each individual client and to thoroughly understand the concerns, needs and goals of that client. We strongly believe that this is the only way to truly help pave the road to our client’s prosperity.
Two of our primary goals are earning your trust and providing you with individualized financial advice. Our company fully understands the importance of trusting your financial advisors - particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, we know how crucial it is to have a trusted advisor to look after your best interest while at the same time providing straightforward information. We are here to provide you with that confidence.
Here at Prosperity Wealthof Florida, LLC., we begin with a comprehensive evaluation in five key areas. These include:
*Subject to the claims paying ability of the provider