Prosperity Planning & Advisory, LLC is a California state-registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are provided by a registered investment adviser representative of the Firm and are offered only after entering into a written advisory agreement and receiving all required disclosures.
Prosperity Planning & Advisory, LLC is a California state-registered investment adviser. The Firm is compensated for its advisory services through advisory fees, as described in its advisory agreement and Form ADV. The Firm does not sell insurance products or receive insurance commissions in connection with its advisory services. Insurance and annuity products, if discussed, are addressed for educational or planning purposes within the advisory relationship. If implemented, any such product would be offered outside the advisory relationship through a separate, non-advisory insurance business. Clients are under no obligation to purchase any insurance or annuity product
Website Disclaimer
Information on this website is for general informational and educational purposes only and does not constitute individualized investment advice, a recommendation, or an offer to buy or sell any security. Past performance is not indicative of future results. Any planning strategies discussed are based on general principles and may not be suitable for all individuals. Investment strategies involve risk, including the potential loss of principal.
Prosperity Planning and Advisory, LLC is a registered investment adviser in the State of California. Registration does not imply a certain level of skill or training. Services may not be available to persons in jurisdictions where we are not appropriately licensed or exempt.
We do not provide tax or legal advice. Hyperlinks to third-party content are provided for convenience and do not imply endorsement; we are not responsible for the accuracy or content of third-party sites. For our current Form ADV or additional information, please contact us at help@prosperityadvisory.net or 888-427-5240.
Where insurance or annuity strategies are referenced, such discussion is for general educational or financial planning purposes only unless otherwise stated. Any insurance or annuity products would be offered outside the advisory relationship through a separate, non-advisory insurance business and only by appropriately licensed insurance personnel. Clients are under no obligation to purchase any insurance or annuity product through that separate business, and any such transaction would be separate from the Firm’s advisory services.
Prosperity Planning and Advisory, LLC is a fee-only registered investment adviser and does not sell insurance products or receive insurance commissions.
