At Prospect Estate Planning, 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
Meet Our Founder
Jon Floyd is the co-founder of Prospect Estate Planning, dedicated to guiding his clients to a more secure future. Over the past three decades, Jon has helped individuals and families as an independent fiduciary build financial confidence and peace of mind for their futures through strategic estate planning. His greatest passion is…
Jon Floyd
Founder
Unearthing Financial Opportunity.
Don’t miss Jon Floyd and Chris Bowman on the radio each week!
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. Learn more about our next event below!
Death Without Taxes!
February 18th – 20th – 25th -27th
Making Headlines in the News
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.
Nuggets of Knowledge Radio Show
Don’t miss Jon Floyd and Chris Bowman on the radio every Sunday on KTAR News 92.3FM from 1 to 2pm.
