Crown Point Financial Advisor
Creating a detailed plan for your financial future may be easier said than done, especially if you have open questions about how much you’ll need for retirement, the best investment strategies, and the benefits of working with a Crown Point financial advisor. At Prosper Financial, we provide support and guidance as you navigate your financial plan and set goals for your financial future. To learn more about our financial advisors and services, please reach out to us directly.
Services for Individuals and Businesses
We provide a wide range of financial planning services for individuals and businesses throughout Crown Point, Indiana and nationwide. These services include:
Services for individuals
- Retirement planning. One of the best ways to be prepared for the day when you are no longer working is to start saving for retirement now. Unfortunately, many people aren’t sure how much money they’ll really need when they retire, or haven’t started saving or, don’t know how to save. At Prosper Financial, we’ll answer all of your questions about planning for retirement no matter where you are along your professional journey and help you to create a plan that aligns with your financial ambitions and lifestyle goals.
- Investment support. One strategy for growing your money that may be successful is to invest it; however, understanding different investment vehicles and how they work can be complicated, and there is risk in investing. Working with a financial professional who can answer your questions and provide advice based on experience and education is recommended.
- Insurance planning. As you age, the types of insurance you carry may become more and more important. Our financial advisors can help you to navigate policies for life insurance, disability insurance, health insurance, and long-term care insurance.
- Budgeting and goal setting. For your day-to-day financial needs, creating a budget and having financial goals is important. We can help you with both.
- More. If you have other financial questions, our professionals are here to provide answers. Don’t hesitate to reach out.
Services for businesses
- Succession planning. What will become of your business when you’re ready to retire is an important consideration. Our professionals can help you to create a business succession plan/exit strategy that aligns with your values and goals.
- Business wealth management. Managing the assets of your business is a major undertaking. If you have questions about business wealth management and need support, our financial advisors are prepared to help.
- Employee benefit program planning. Offering competitive employee benefits is one way to attract and retain good employees. We can help you to design an employee benefit program that makes sense for your business culturally and financially.
Call Our Crown Point Financial Advisors Today
At Prosper Financial, our Crown Point financial advisor is passionate about supporting our clients in pursuing their financial goals. To learn more about our services and how we can support your financial goals as an individual or/and a business owner, reach out to us by phone or online. We can schedule an initial consultation with you to discuss your financial needs.