Prosperity Asset Management an independently owned financial consulting firm with more than 32 years of dedicated personalized service to our clients. Our independence allows us to offer you a balanced objective approach to serving your investment needs. Whether you are just starting to save for your future, or are a seasoned investor, Prosperity Asset Management has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through Cetera Advisors, LLC, to business owners and their employees. Our commitment is to always provide balanced advice, impeccable service, and diversified financial resources to serve your individual needs ... that's one benefit of an independent perspective.
Helpful Content
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
How Income Taxes Work
A quick look at how federal income taxes work.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Money Draining Food Myths
These food myths will really put a drain on your wallet.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.