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.”
