Our reputation is built on a long track record of working with people who like to succeed -- people like you. Our process is sound and solid: we define your goals, review your assets, analyze your needs, provide recommendations, implement execution, monitor track your progress, and make any adjustments as warranted. We take the holistic view and provide you the comfort and knowledge that your investments will be managed in a conservative and well thought out manner. We do this by clearly communicating with you and understanding your needs, and by mapping out a plan and picking the investments that we truly believe are right for your particular situation. It is not about hitting a "homerun" in the markets, it is about advancing toward your financial goals "one base at a time." It is about growing and protecting your wealth so that you can enjoy your retirement and the fruits of your labors. That's our job, and we do it well. If you want to secure your financial future, let us show you how.
Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. Our primary objective is to help our clients achieve their life goals and objectives. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you wi
CRPC®, AIF®, AWMA®, RFC®
At Prosperity Wealth Advisors, Inc., We focus on clients whom we believe we can help make a lasting difference in pursuing their financial objectives and goals. As a boutique firm, we offer a comprehensive suite of investment management and wealth planning strategies, serving exclusive clientele of individuals, business owners, and affluent & ultra-high-net-worth individuals in order to provide high-level, personalized advisory service. Our team specializes in serving clients experiencing major life changes, such as women in transition, family stewards, or thriving retirees. Whatever their particular needs, all of our clients share a common goal: to protect and grow their assets.
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
We provide personalized financial solutions and tailored recommendations that help you achieve your financial goals and objectives. Our open architected solutions put your interests first. We know your hopes and dreams include sending your children to the right schools and maintaining a financially independent and worry free retirement. Our motto is Knowledge, Integrity and Trust. Let our knowledge work for you.
Our purpose is to provide process, top shelf expertise and effective strategy to help our clients meet their goals and dreams. By engaging the expertise of our team of CFP's, CPA and Chartered Financial Analyst we will follow a unique process designed to get to know you and your situation and then present only ideas that we ourselves would use in your situation. We accept no third party compensation from any source and work on a fee-only basis to assure your interests are our top priority.
Thomas Tyler Jr.
Our mission is to help our clients reach financial goals through the financial planning process. Long term financial plans are implemented with the realization that some investors need growth while others just want to protect what they have. The most important investment decision is asset allocation, which decision determines the risk of a portfolio. Market returns are best captured in the long run through the use of low cost, tax efficient, passively managed funds such as Dimensional Funds.
Fully multi-disciplinary approach
No matter your situation, I believe one should first lay a financial foundation which includes establishing a cash reserve in the event of an emergency and have adequate protection in the event of a critical illness, injury, or premature death. Once your adequately covered in those areas we can begin to look at investments with the goal of keeping pace or outpacing inflation based on your tolerance for risk. Also, I believe it is imperative to have an income strategy in place to replace your income when you are no longer working or collecting a paycheck. Having a financial plan can help make a difference.
I believe that it all begins with a well structured financial plan for a client. Investment management recommendations are an important part of that plan and are based upon the finding of the plan. I believe its important to look at the 'total client' to provide the best financial and investment advice possible. It all works together.