Lisa Rae LaBoo, CEO
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. For help with your financial management*, or for more information on Prosperity Investment Services, please contact us today.
Newsletters
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
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Grocery Games: Strategies to Help Stretch Your Food Budget
Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.