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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HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
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HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?