Services We Offer
We offer Investment Management and Financial Planning services. Our goals are fully aligned with our clients because we are only paid by our clients!! We offer you open investment architecture in contrast to most firms. Your adviser should be free to give you the best possible recommendations. We are not affiliated with or paid by any broker dealer, mutual fund company, bank or mortgage company. We have no specific products to sell. Most firms have closed investment architecture because they carefully pre-select investment products to maximize the firm’s profitability. Closed investment architecture limits your choices and creates an inherent conflict of interest between you and your adviser.
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.