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.
About Prospect Estate Planning
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!
Protecting What Matters Most
Jon's Personal Story
Jon’s personal journey with estate planning began after witnessing firsthand the importance of having a fully-executed plan in place when his father was incapacitated following a severe accident. As a custom home builder, his father had 22 custom homes under contract at the time. Thanks to a fully-executed existing estate plan, Jon’s family was able to make vital medical, business, and financial decisions during a challenging time.
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.
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.
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.
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. 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!
