We need to get to know you so you feel comfortable using us as a sounding board for major things going on in your life. Appropriate Time frames and managing risk is critical. Investing does not end at specific milestones either- life is a series of events and transitions that generate an ongoing need to plan. We believe in creating a mix of diversified investments that will perform in an up, down or flat market. We also believe it is critical to match investments with the appropriate investment time frame and to minimize emotional decisions.
4 Critical Success Factors
Charles Schwab and Co. is the firm that we use to custody our client assets. Charles Schwab and Co. and Prosperity Investment Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab and Co. does not endorse or recommend any advisor and the use of the Charles Schwab and Co. logo does not represent the endorsement or recommendation of any advisor.
Charles Schwab and Co., member FINRA/SIPC. Charles Schwab and Co. is a trademark owned by Charles Schwab and Co. Used with permission.
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