Prosperity Asset Management an independently owned financial consulting firm with more than 32 years of dedicated personalized service to our clients. Our independence allows us to offer you a balanced objective approach to serving your investment needs. Whether you are just starting to save for your future, or are a seasoned investor, Prosperity Asset Management has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through Cetera Advisors, LLC, to business owners and their employees. Our commitment is to always provide balanced advice, impeccable service, and diversified financial resources to serve your individual needs ... that's one benefit of an independent perspective.
Helpful Content
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.