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  • Tax Planning & Preparation

    At Prostatis Financial Advisors Group, we want our clients to understand that sophisticated, comprehensive, affordable tax planning is important and accessible to everyone. We transform the tax experience from an unplanned, once-a-year stressful event into an activity filled with saving, lifestyle and investment opportunities.

    Individual Taxes

    Whether a client completes a Tax Organizer to perfection, or prefers the shoebox method and needs an accountant to sort through it all, we work with them and even provide clients with companion services.

    We can keep clients’ quarterly tax preparation and their cash flow on track with phone or e-mail reminders, and should the governmental agencies audit a client, we will represent them.

    Download the 2016 Income Tax Organizer

  • Financial Planning

    A sound financial plan takes all of life’s transitions into consideration. That’s why Prostatis’ financial planning strategies draw from a range of programs, including:

    Education Planning

    Higher education can provide children with the necessary skills to succeed. However, the cost of a university or private high school education continues to rise.

    Prostatis Financial Advisors Group understands the importance of establishing a savings plan to prepare for these educational expenses. Our professionals evaluate each client individually and provide the appropriate recommendation for an education savings plan.

    Retirement Planning

    Whether you are thinking about retiring or already in retirement, you need a sound plan to ensure the safety of your investments.

    Our goal at Prostatis Financial Advisors Group is to help our clients implement an investment strategy that allows them to maintain their lifestyle throughout retirement, providing an income they will never outlive.

    As part of our commitment to our clients, we review your retirement plan to ensure that the portfolio is adequately diversified to provide the best opportunity for success while exposing you to the least amount of risk necessary to accomplish your financial goals.

    • IRAs
    • 401(k), 403(b) and 457 Plans
    • Defined Benefit Plans
    • Pension Plans
  • Insurance

    Life

    Many are simply unaware of the need for life insurance. Although many large companies provide life insurance as part of their benefits package, this coverage may be insufficient.

    Auto

    Everyone with a car needs car insurance. In fact, most states require it by law.

    Home

    Homeowners insurance is essential. Not only will a good policy save you money in the event that something happens to your home or belongings, an insurance company can also help you with other matters, like making your home more resistant to natural disasters.

    Long-Term Care

    Having to spend your nest egg on long-term care, which can easily reach into the tens and even hundreds of thousands of dollars depending on the quality and length of the care, is not what you’ve been saving up for throughout your career. Long-term care insurance covers the cost of health care that extends long beyond a typical hospital stay and protects your savings in the process.

  • Estate Planning

    The creation of an estate plan that protects wealth you have accumulated throughout your career from federal/state estate and inheritance taxes, and ensures your assets pass to your heirs is essential.

    • Will Planning
    • Power of Attorney for Financial Matters
    • Advance Care Directives & Living-Will
  • Investment Management

    Our team identifies a mix of financial assets personalized to your return expectations and risk tolerance. We apply a disciplined method, firmly based on our foundation: a conservative, long-term approach to investing.

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