Lisa Rae LaBoo, President
MBA, ChFC, CLU, CASL, RHU, REBC, RICP

 

Today's investment climate offers many opportunities*. At Prosperity Investment Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals
  • A well-defined roadmap for achieving those goals
  • Ongoing guidance to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment* and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you will find valuable information for evaluating your current position and further progress towards financial goals. For help with your financial management*, or for more information on Prosperity Investment Services, please contact us today.