Prosperity Planning, Inc.​

I’ve been working with them for about 6 years and they do a fantastic job. Highly recommend. We have a once per year meeting to go over everything (investments, long term/retirement, estate planning, financial goals) and they are also readily available any time I have a question, even something as simple as “should I change car insurance.” In 2021 they recommended that I refinance my mortgage to take advantage of the sub-3% interest rate—something I never would have thought to do on my own. Doing that alone saved me many thousands of dollars. Not to mention my investments have grown tremendously under their care. Very pleased.

My husband and I have been working with Prosperity Planning for over 10 years and I can honestly say their services are life-changing. I know they are on top of all our investments, have our best interests at heart, and I trust them implicitly. Alyssa and Ryan are a joy to work with, make looking at the long-term view easy to understand, and advise us on our most critical life events. I would HIGHLY recommend Prosperity Planning to help anyone navigate future planning and big life events. I feel like we are a team and a part of a truly successful partnership. Very grateful for them!

As a long-time client, I'm pleased to submit a glowing review for Prosperity Planning - well-earned over more than a decade of providing excellent financial guidance to our entire family. During market ups and downs, business acquisitions and sales, real estate transactions, births & deaths, and the myriad of cheers and tears that make life interesting - Prosperity Planning has been a valuable constant. Blending their A+ financial expertise & top-rated analytics with the dreams & emotions of our family - enables us to rely upon Prosperity Planning as a key component of our wealth management. For individuals, retirees, families - anyone seeking skilled financial assistance… read full review