Prosperity Financial Planning is an independent financial advisory firm based in Mequon, Wisconsin. The company focuses on creating personalized and comprehensive financial strategies, with a specialization in retirement planning. Their process involves analyzing a client's complete financial picture to develop a "Retirement Roadmap" aimed at helping them pursue their long-term goals and financial freedom. As an independent firm, they emphasize their ability to offer objective advice and a wide range of products and services, with advisory services offered through their affiliation with LPL Financial.

Founded in

United Kingdom