At Prospect Wealth Advisors, we work as a team to provide custom, proactive advice to guide your personal financial life. This team approach allows us to offer an unbiased, hands-on, collaborative experience, always with a focus on achieving your short- and long-term financial goals. Working alongside estate attorneys and tax professionals, our mission is to provide you with effective estate planning to help protect your entire family through the generations!
An Experienced Team Dedicated to Your Financial Journey.
About Prospect Estate Planning
Unearthing Financial Opportunity.
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Educational Events for the Community
Our free educational events provide information about wills, pour-over wills, trusts, estate plans, probate, asset protection, and much more. Our workshops and events will also teach you about revocable living trusts, and why they are so popular. You’ll learn why the most powerful document in an estate plan might be the power of attorney, why you should have an advance medical directive, and how to protect your assets from the crushing costs of elder care. Contact us to sign up for our next event!
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Ready for the Next Steps? Contact Us!
We are here to support you and your family’s financial journey by providing estate planning strategies! Please reach out to us for a complimentary, no-obligation conversation about your situation. We look forward to speaking with you.