PROSPERiTREE serves successful individuals and families
     who expect financial excellence and who have made a firm commitment to achieving it

    in general, the people who benefit most from our services
    tend to fit the following description :

    *    they want to spend more time on the things that are important to them
    *    they have money in motion : business income, real estate and investments
    *    they have goals, values, or purposes that require money to achieve
    *    they believe there is more to life than money, and want to give something back
    *    they seek competent, trustworthy professionals for advice

    our clients are people who care about family, friends,
    community or something other than themselves

    they want to simplify their lives by surrounding themselves with
    trusted advisors who share their values

    advisors who would help them avoid pitfalls such as :

    *    not setting measurable financial goals
    *    confusing financial planning with investment planning
    *    making a financial decision without understanding its effects on other financial issues
    *    waiting until a crisis to begin financial planning
    *    expecting unrealistic returns on investments
    *    thinking that using a financial planner means losing control on their finances
    *    believing that financial planning is primarily tax planning

    we seek to partner clients who value professional advice to maximize their investment gains
    and realize their long-term financial objectives

    PROSPERiTREE would always seek to highlight the merits of creating a long-term
    financial blueprint for the family unit and address all financial matters
    whether it is medical or life insurance, investments or loans