Investment Management Services
Individual Investment Management Services: A 6 Step Process
Prosperity offers professional investment advisory services to the individual investor. We communicate through annual one-on-one meetings, telephone inquiries and quarterly updates and follow our 6 step investment process.
Our 6 Step Process
Business Financial Services
We design defined contribution retirement plans based on company size and the benefits an employer seeks for its employees. We design defined contribution retirement plans based on company size and the benefits an employer seeks for its employees. Business retirment plans are a great way to provide tax deferred savings for your employees and can also provide payroll tax benefits to companies. Would you prefer to pay your employees or pay more out in taxes? Studies have shown that having the right retirement plan can increase employee job satisfaction and retention.
TD AMERITRADE, Inc. is the firm that we use to custody our client assets. TD AMERITRADE and prosperity Investment Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD AMERITRADE does not endorse or recommend any advisor and the use of the TD AMERITRADE logo does not represent the endorsement or recommendation of any advisor.
TD AMERITRADE Institutional, Division of TD AMERITRADE, Inc., member FINRA/SIPC. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.