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
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Buying a Home
A look at what you need to think about when buying a home.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Are You Using the Right Technology?
Discover how the right team & technology boost client success.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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College Savings
See how much you may need to save now to cover future college costs for your child.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.