Services Offered
Personalized Retirement Planning
Interactive software-based blueprint development tailored to your specific retirement goals and lifestyle aspirations.
Investment Portfolio Management
Expert management of investment portfolios with data-driven strategies to grow and protect your assets.
Comprehensive Financial Reviews
Holistic assessments covering financial portfolios, medical coverage, Social Security, and long-term trends.
Goal-Based Financial Strategy
Customized planning to align investments with your personal and financial objectives, adapting to economic changes.
Professional Network Coordination
Collaboration with CPAs, attorneys, and other professionals to provide integrated financial solutions.
Reviews
5(5 reviews)
Rating Distribution
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Diane Soule
via Google
9 months ago
Prosperity Planning has helped grow our portfolio for over 20 years. As we enter retirement we could not be more appreciative of their expertise, resources and friendly team. We HIGHLY recommend them to manage your portfolio.
M
Mitch Walkervia Google
10 months ago
The #1 thing I like about Prosperity Planning is their interest in wanting to know what my retirement goals are! This is the foundation used in their interactive planning software to build my personal retirement blueprint. Both, Ryan Walker and Dan Reiter are excellent to work with as my financial team! I like how they ensure my retirement goals are matching the changing economic environment. I couldn't be happier or more confident that my finances are being cared for at Prosperity Planning!
J
Jim Dunnvia Google
over 1 year ago
Cindy Richey and her entire team at Prosperity Planning have earned our trust and esteem. Over two decades they have repeatedly helped us identify our personal goals, make future plans and build an investment strategy aimed at meeting those goals. Their reputation in the community means they have existing relationships with many other professionals (e.g., CPAs, attorneys) in our area, and can provide recommendations or partner with our existing team as needed. The Prosperity staff have a clear understanding of long-term trends and are incredibly adept at leading data-driven conversations about investment choices and performance. They know their clients personally and are genuinely interested in your lives and well-being. In the rapidly evolving "tech heavy" world, it is refreshing to work directly with other people--people who really care about the individual people they serve.
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B Rvia Google
over 1 year ago
From our first phone conversation through their comprehensive onboarding process, we knew we were in good hands with Prosperity Planning. They generously gave of their time and expertise to support a new start-up, and I truly feel set up for success. The services they have already provided us have far exceeded competitors in the local marketplace. I would like to especially recognize Cindy, Alyssa, Dan, and Travis. You truly provided a customer experience like no other. We are grateful to have you as our financial planning team and long-term financial success partners! With sincerity and many thanks, Brenda
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KR Gvia Google
over 1 year ago
I have appreciated the working relationship I have with the professional people at Prosperity Planning. They offer comprehensive reviews of not only my financial portfolio, but also of medical and social security questions regarding coverage. They listen to my POV and offer suggestions based off of my goals.
