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Planning to Retire with Prosperity

Helping individuals, families, and business owners enhance their financial standing, so they can live
comfortably and confidently at every life stage.

About Us
A Trusted Partner for Life’s Transitions

Prosperity Financial Planning is 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. We believe in empowering and educating our clients to help them make informed financial decisions so they can effectively navigate life’s most important transitions and everything in between. As a team, we are educated, versatile, deeply compassionate, and committed to doing what’s best for our clients.

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Services
Customizable Financial Solutions

Your financial needs and goals are unique and specific. We provide highly personalized and integrated financial services for every area of life, as we tailor our services to suit your individual circumstances and goals.

Financial Planning

Get the guidance you need to coordinate every financial aspect of your life for the short, intermediate and long term. Your personal financial planner will design a custom financial plan to help you pursue your goals within your timeline.

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Wealth Management

We develop custom plans based on your goals, timeline and risk tolerance. Using the latest market research, leading industry products and tools, we’ll design, implement, monitor and adjust your strategy to pursue your goals at every life stage.

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Retirement Planning

Using the Advanced Time Segmentation® strategy, we’ll create a time-based investment plan designed to provide consistent income all throughout your retirement journey, so you can live and spend with confidence.

Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested.  No system or financial planning strategy can guarantee future results. 


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Tax Planning

Wouldn’t you like to know if you could be keeping more of what you earn? Our tax planning specialists can help you identify areas of additional tax savings and the most appropriate tax strategies for your situation.

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Insurance & Protection

An effective insurance strategy can provide key protections in the face of life’s difficulties. We can help you evaluate your risks and secure the most appropriate insurance coverage for your needs and circumstances.

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Retirement Consulting

Sponsoring a retirement plan for your business can be a powerful asset, but planning and administering these plans can be taxing and risky. We provide full-service plan management, so you can focus on other matters.

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Our Integrated Approach

Our Integrated Approach

Your financial needs are unique, complex and dynamic — just like you, which is why we take a highly personalized, integrated approach to financial planning and wealth management for our Boston-area clients and clients nationwide. For retirement, we match your retirement income planning needs with strategic, time-segmented investments which help position you for greater stability, growth and income potential. Then, we partner with you to implement your plans over your lifetime.

Our Proven Process

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. While our tried and true process is well-established and looks similar for all of our clients, you’ll find that the experience and your financial plan are highly personalized and tailored to your unique preferences.

Financial Learning
Educational Content

Our first priority is helping you take care of yourself and your family. Because of that, we value financial education for the purpose of transparency, growth, and learning. Read real-time curated articles here.

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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