[et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.6.5″ _module_preset=”default” height__hover_enabled=”on|hover” max_height__hover_enabled=”on|desktop” custom_padding__hover_enabled=”on|hover” custom_margin__hover_enabled=”on|hover”][et_pb_fullwidth_header title=”We handle all the financial complexity so you don’t have to anymore.” _builder_version=”4.9.2″ _module_preset=”f18f64f9-5d22-43bd-8b57-3c73bce5a72f” title_text_align=”center” content_text_align=”center” content_font_size=”26px” background_image=”https://dev.prosperityroad.com/wp-content/uploads/2021/03/AdobeStock_252882178-1920px.jpg” background_position=”top_center” custom_padding=”200px||200px||true|false” hover_enabled=”0″ title_font_size_tablet=”25px” title_font_size_phone=”” title_font_size_last_edited=”on|desktop” content_font_size_tablet=”” content_font_size_phone=”23px” content_font_size_last_edited=”on|phone” content_line_height_tablet=”” content_line_height_phone=”1.6em” content_line_height_last_edited=”on|phone” custom_padding_last_edited=”on|phone” custom_padding_phone=”80px||80px||true|false” sticky_enabled=”0″]
Our scope of services and desire to be helpful to clients is limitless.
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At Prosperity Road, we know that no two households are exactly the same. Your goals are personal and so is your financial situation. That’s why every client goes through our initial financial planning process. This thoughtful and detailed process results in fully understanding your complete financial picture, uncovering your ambitions and concerns, and identifying vulnerabilities and opportunities unique to only you and your family.
From here, you enjoy all or any combination of the following services depending on what your situation requires.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.6.5″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”0px||0px||true|false” custom_padding=”25px||25px||true|false”][et_pb_column type=”1_4″ _builder_version=”4.6.5″ background_position=”top_left” custom_padding=”45px|10px|45px|10px|true|true” border_radii=”on|15px|15px|15px|15px” border_width_all=”3px” border_color_all=”rgba(109,110,138,0.18)” custom_padding__hover=”|||”][et_pb_blurb title=”RETIREMENT PLANNING” url=”#” image=”https://dev.prosperityroad.com/wp-content/uploads/2020/12/icon-retirement.png” alt=”retirement planning financial planning” admin_label=”Retirement” _builder_version=”4.6.5″ header_font=”|500|||||||” header_text_color=”#2f8faf” header_font_size=”20px” header_line_height=”1.3em” body_font=”||||||||” body_line_height=”1.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” animation_style=”fold” animation_direction=”bottom” animation_intensity_fold=”30%” body_font_size_tablet=”” body_font_size_phone=”” body_font_size_last_edited=”on|phone”]
We ensure our clients are set up to retire the way they expect to and transition into retirement smoothly.
[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.6.5″ background_position=”top_left” custom_padding=”45px|18px|45px|18px|true|true” border_radii=”on|15px|15px|15px|15px” border_width_all=”3px” border_color_all=”rgba(109,110,138,0.18)” custom_padding__hover=”|||”][et_pb_blurb title=”TAX PLANNING AND OPTIMIZATION” url=”#” image=”https://dev.prosperityroad.com/wp-content/uploads/2020/12/icon-tax.png” alt=”tax planning” admin_label=”Tax” _builder_version=”4.7.6″ header_font=”|500|||||||” header_text_color=”#2f8faf” header_font_size=”20px” header_line_height=”1.3em” body_font=”||||||||” body_line_height=”1.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” animation_style=”fold” animation_direction=”bottom” animation_intensity_fold=”30%”]We don’t let you unintentionally suffer high tax consequences by helping you strategize your financial and business decisions.[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.6.5″ background_position=”top_left” custom_padding=”45px|18px|45px|18px|true|true” border_radii=”on|15px|15px|15px|15px” border_width_all=”3px” border_color_all=”rgba(109,110,138,0.18)” custom_padding__hover=”|||”][et_pb_blurb title=”COLLEGE AND EDUCATION PLANNING” url=”#” image=”https://dev.prosperityroad.com/wp-content/uploads/2020/12/icon-college.png” alt=”education planning” admin_label=”College” _builder_version=”4.7.6″ header_font=”|500|||||||” header_text_color=”#2f8faf” header_font_size=”20px” header_line_height=”1.3em” body_font=”||||||||” body_line_height=”1.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” animation_style=”fold” animation_direction=”bottom” animation_intensity_fold=”30%”]We work with families to make sure the amount you wish to have for your children’s or grandchildren’s education is prepared.[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.6.5″ background_position=”top_left” custom_padding=”45px|18px|45px|18px|true|true” border_radii=”on|15px|15px|15px|15px” border_width_all=”3px” border_color_all=”rgba(109,110,138,0.18)” custom_padding__hover=”|||”][et_pb_blurb title=”RISK MANAGEMENT” url=”#” image=”https://dev.prosperityroad.com/wp-content/uploads/2020/10/icon-risk.png” admin_label=”Risk” _builder_version=”4.6.5″ header_font=”|500|||||||” header_text_color=”#2f8faf” header_font_size=”20px” header_line_height=”1.3em” body_font=”||||||||” body_line_height=”1.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” animation_style=”fold” animation_direction=”bottom” animation_intensity_fold=”30%”]
With us, we will always help you manage your financial risk so that you never take on more risk than your future prosperity can withstand.
[/et_pb_blurb][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.6.5″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”0px||0px||true|false” custom_padding=”25px||25px||true|false”][et_pb_column type=”1_4″ _builder_version=”4.6.5″ background_position=”top_left” custom_padding=”45px|10px|45px|10px|true|true” border_radii=”on|15px|15px|15px|15px” border_width_all=”3px” border_color_all=”rgba(109,110,138,0.18)” custom_padding__hover=”|||”][et_pb_blurb title=”WEALTH TRANSFERS” url=”#” image=”https://dev.prosperityroad.com/wp-content/uploads/2020/12/icon-transfer.png” alt=”wealth transfer” admin_label=”Wealth” _builder_version=”4.6.5″ header_font=”|500|||||||” header_text_color=”#2f8faf” header_font_size=”20px” header_line_height=”1.3em” body_font=”||||||||” body_line_height=”1.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” animation_style=”fold” animation_direction=”bottom” animation_intensity_fold=”30%”]
Whether you are the recipient of a wealth transfer or you want to plan for the future transfer to loved ones or charity, we walk you through each step of the process. Your intentions with your wealth are planned, upheld, and executed properly.
[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.6.5″ background_position=”top_left” custom_padding=”45px|18px|45px|18px|true|true” border_radii=”on|15px|15px|15px|15px” border_width_all=”3px” border_color_all=”rgba(109,110,138,0.18)” custom_padding__hover=”|||”][et_pb_blurb title=”BUSINESS PLANNING, SUCCESSION PLANNING, MERGERS & ACQUISITIONS, AND SALES” url=”#” image=”https://dev.prosperityroad.com/wp-content/uploads/2020/12/icon-business.png” alt=”business planning” admin_label=”Business” _builder_version=”4.7.6″ header_font=”|500|||||||” header_text_color=”#2f8faf” header_font_size=”20px” header_line_height=”1.3em” body_font=”||||||||” body_line_height=”1.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” animation_style=”fold” animation_direction=”bottom” animation_intensity_fold=”30%”]For our clients, business financial decisions and personal financial decisions are co-mingled. We help you manage your finances in consideration of both.[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.6.5″ background_position=”top_left” custom_padding=”45px|18px|45px|18px|true|true” border_radii=”on|15px|15px|15px|15px” border_width_all=”3px” border_color_all=”rgba(109,110,138,0.18)” custom_padding__hover=”|||”][et_pb_blurb title=”FINANCIAL PLANNING” url=”#” image=”https://dev.prosperityroad.com/wp-content/uploads/2020/10/icon-wealth.png” admin_label=”Financial” _builder_version=”4.6.5″ header_font=”|500|||||||” header_text_color=”#2f8faf” header_font_size=”20px” header_line_height=”1.3em” body_font=”||||||||” body_line_height=”1.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” animation_style=”fold” animation_direction=”bottom” animation_intensity_fold=”30%”]All encompassing and always ongoing, our financial planning services are designed to make your path to financial prosperity clear and maintained. [/et_pb_blurb][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.6.5″ background_position=”top_left” custom_padding=”45px|18px|45px|18px|true|true” border_radii=”on|15px|15px|15px|15px” border_width_all=”3px” border_color_all=”rgba(109,110,138,0.18)” custom_padding__hover=”|||”][et_pb_blurb title=”FAMILY PLANNING” url=”#” image=”https://dev.prosperityroad.com/wp-content/uploads/2020/12/icon-family.png” alt=”family planning” admin_label=”Family” _builder_version=”4.7.6″ header_font=”|500|||||||” header_text_color=”#2f8faf” header_font_size=”20px” header_line_height=”1.3em” body_font=”||||||||” body_line_height=”1.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” animation_style=”fold” animation_direction=”bottom” animation_intensity_fold=”30%”]We take extra steps to include your family in financial planning and decision-making. [/et_pb_blurb][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.7.6″ _module_preset=”default” background_image=”https://dev.prosperityroad.com/wp-content/uploads/2020/12/bg-pattern2.jpg” parallax=”on” transform_translate_linked=”off” custom_margin=”||||false|false” custom_padding=”100px||100px||true|false” custom_css_main_element=”padding: 280px 0 280px;”][et_pb_row _builder_version=”4.7.6″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false”][et_pb_column type=”4_4″ _builder_version=”4.6.5″ _module_preset=”default”][et_pb_text _builder_version=”4.9.2″ _module_preset=”61ee78f4-c1b6-430b-a9c7-29d482dd383d” hover_enabled=”0″ header_2_font_size_phone=”28px” sticky_enabled=”0″]
[/et_pb_text][et_pb_button button_url=”#book-now” button_text=”Schedule a 30-minute Consultation” button_alignment=”center” module_class=”book-now” _builder_version=”4.7.6″ _module_preset=”default” custom_button=”on” button_text_size=”18px” button_text_color=”#ffffff” button_bg_color=”#2f7c95″ button_border_width=”0px” button_border_color=”rgba(0,0,0,0)” button_border_radius=”47px” button_font=”Poppins||||||||” custom_margin=”7px||||false|false” custom_padding=”10px|25px|10px|25px|true|true” button_bg_color_tablet=”” button_bg_color_phone=”” button_bg_color_last_edited=”on|desktop” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”#2ca59d” button_bg_enable_color__hover=”on” button_border_color__hover_enabled=”on|desktop”][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section]