Protecting What Matters Most
About Prospect Estate Planning
At Prospect Estate Planning, we provide custom, proactive advice to guide your personal financial life. We offer an unbiased, hands-on, collaborative experience, always with a focus on achieving your short- and long-term financial goals. With a technology emphasis, we can meet with you virtually anywhere. And our systems are set up to make everything as seamless and easy as possible, incorporating AI tools along with a personalized touch.
Working alongside estate attorneys and tax professionals, our mission is to provide you with effective estate planning and other fiduciary financial services to help protect your entire family through the generations!
Meet Our Founder
Jon Floyd is the 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.
Jon Floyd
Founder
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The Prospect Estate Planning Team
The team members at Prospect Estate Planning each have different backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member.
Making Headlines in the News
When it comes to estate planning, tax planning and safety in retirement, it’s all about keeping what you have! Tune into KKNT AM960 & KFYI AM550 every Sunday.
Unearthing Financial Opportunity.
Don’t miss Jon Floyd digging into key topics, strategies and concepts to help you explore your options & enhance your financial knowledge.
Services at Prospect Estate Planning
While estate and legacy planning are the foundation of what we do, we also support many other financial needs as part of your overall plan. Each family we work with receives our focused attention on their unique goals, needs, and financial desires. Here is a summary of some of the services we offer which can be scaled up or down depending on your situation.
Modern Retirement Thought Leaders: A Definitive Guide for Retiring Well – Featuring Jon Floyd
More Resources
We are here to help you understand as much as possible about estate planning and to develop and implement your own personalized estate plan in conjunction with estate attorneys and accounting professionals. We also provide other fiduciary financial services to help get you to and through retirement, and protect your entire family through the generations. Take a look at some of our videos and media appearances to learn more!
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.
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. Call us at (602) 807-1411 or Schedule an appointment with Jon or Justin
The Trust Factor Radio Podcast
Tune in & don’t miss Jon Floyd from 8 to 9AM on KKNT The Patriot at AM960 & KFYI AM550 on your radio dial!
