Prosperity Financial Planning

At Prosperity Financial Planning, we understand that life's transitions can be daunting, which is why we're committed to empowering and educating our clients to make informed financial decisions. As an independent financial services firm based in the Boston, MA area, we serve single young professionals, couples, families, and business owners who are nearing or at a stage in life where work is optional.

Our team is comprised of educated, versatile, deeply compassionate, and dedicated professionals who are committed to doing what's best for our clients. We believe in providing highly personalized and integrated financial services that cater to each individual's unique circumstances and goals. Our comprehensive approach encompasses financial planning, wealth management, retirement planning, investments, tax planning, insurance, and retirement consulting, ensuring that our clients receive a tailored solution that addresses their entire financial landscape.

Our Services

We provide a wide range of customizable financial solutions designed to help our clients achieve their goals and enhance their financial standing. Our services include:

• Financial Planning: Get the guidance you need to coordinate every financial aspect of your life for the short, intermediate, and long term.
• Wealth Management: We develop custom plans based on your goals, timeline, and risk tolerance to help you pursue your goals at every life stage.
• Retirement Planning: Using the Advanced Time Segmentation strategy, we'll create a time-based investment plan designed to provide consistent income throughout your retirement journey.
• Investments: We'll help you navigate the complexities of investing in securities and develop a strategy that aligns with your goals and risk tolerance.
• Tax Planning: Our tax planning specialists can help you identify areas of additional tax savings and the most appropriate tax strategies for your situation.
• Insurance & Protection: We can help you evaluate your risks and secure the most appropriate insurance coverage for your needs and circumstances.
• Retirement Consulting: We provide full-service plan management for businesses, so you can focus on other matters.

Our Integrated Approach

We take a highly personalized, integrated approach to financial planning and wealth management for our Boston-area clients and clients nationwide. Our approach is designed to address the unique needs and goals of each individual, ensuring that our clients receive a comprehensive solution that positions them for greater stability, growth, and income potential.

Our Proven Process

We've honed a comprehensive process for financial planning and investment and wealth management. When you work with Prosperity Financial Planning, we'll walk you through this straightforward process, step-by-step, to help position you to pursue your goals within your time frame.