For those individuals and families that do not require the extensive array of family office services Prosperitas offers our financial planning services.
• Integrated investment, tax and estate planning
• Education planning
• Retirement planning
• Investment selection, review and oversight
We meet with you to assess your current financial picture and help you determine what your goals are. We develop and implement a coordinated plan to help you achieve your goals. Periodically the plan is monitored to determine if changes need to be made for changes in your situation, tax laws, investment performance etc. Our overriding Prosperitas Principles apply to financial planning services as well.
2012