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: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
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Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Lease Payment
How much would your monthly lease payment be?