As an independent advisory firm, we’re free to draw from a virtually unlimited universe of investments in order to help maximize your returns and properly manage your risks and expenses. In line with your risk tolerance and other factors, we provide strategic navigation focused on long-term growth.
Investment Management
The key to a successful investment management strategy is to incorporate your goals and objectives at every step of the process. We take time to get to know you and your vision for the future before developing a custom investment portfolio to meet your needs.
Protecting What Matters Most
Maximizing Returns and Managing Risks for Your Future
Incorporating all your accounts is our focus in crafting a tax-efficient, low-cost portfolio. Through careful evaluation of a wide range of stocks, mutual funds, and ETFs, we create an asset allocation tailored to enhance your long-term goal attainment. Your customized allocation is built upon considerations such as your present financial status, retirement income requirements, time horizon, risk tolerance, and other relevant factors.
We continuously monitor and adjust your portfolio as necessary to help ensure it continues to help you along the path toward your desired financial destination. We understand that your financial life is constantly evolving & we want to help ensure your investments continue to meet your changing needs.
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!
