Ready For Retirement?
Prostatis Financial Group specializes in growing, protecting, and distributing your wealth in the most tax-efficient manner while alive and after you pass
What causes a retirement to fail?
Fear and greed.
They tend to be the root cause for ruined retirements.
How?
First, it doesn’t matter how much you make, it’s how much you keep. Don’t try to play catchup after you’ve received your last paycheck.
Second, always take the least amount of risk necessary to accomplish your goals.
Third, don’t let the tail wag the dog. Focus on the primary objectives first.
Don’t let fear and greed drive your financial decisions. Become a Savvy Investor with Prostatis today and enjoy the retirement you want.
Meet Prostatis – Your Retirement & Financial Planners
Our job is to grow, protect, and distribute your wealth in the most tax-efficient manner while alive and after you pass.
Our approach at Prostatis Financial Advisors Group is simple: We provide accountable retirement, tax, and estate planning, which we pair with clear and constant personal contact with each of our clients. Our team believes in diversification, along with developing sensible, conservative long-term asset allocation strategies.
We offer complete financial plans which are called Savvy Investor Retirement Summaries. They help give our clients peace of mind as they transition toward retirement.
If you want to become a Savvy Investor with Prostatis, then click the button below and schedule a free 30 min Q&A to discuss details about the retirement you want.
Are You Ready For Retirement?
Retirement planning is no cake-walk. It takes work to put together a plan that can support you for the rest of your life. If you want a plan that is built to grow, protect, and distribute your wealth in the most tax-efficient manner while alive and after you pass, then we invite you to get your own Savvy Investor Retirement Summary. In five steps, you can get prepared for the rest of your life.
Step 1
Fill out the Savvy Discovery form and schedule a quick 15 min call. We need context before we can put together your Savvy Investor Retirement Summary.
Step 2
Once completed, we schedule a time to review your Savvy Investor Retirement Summary with an advisor who specializes in growing and protecting your wealth.
Step 3
Take your Savvy Investor Retirement Summary home and decide if you want to proceed with it or not. The process up to this point is free.
Step 4
If you decide to proceed as a Savvy Investor, we will schedule a few meetings to discuss in detail your investments, income, taxes, legacy, and more to complete your plan.
Step 5
Once you have completed your plan and become a Savvy Investor with Prostatis, you will receive annual reviews and continual support for the rest of your life.
Frequently Asked Questions
Is The Savvy Investor Retirement Summary Free?
Yes. It does not cost anything to see your summary. Once you receive your summary, you will be asked to take it home, review it, and decide if you want to proceed with Prostatis and become a Savvy Investor or not.
What Will I Get From The Savvy Investor Retirement Summary?
The Savvy Investor Retirement Summary is a review of your investments, risk, Social Security benefits, pensions, tax minimization, estate plan, and more.
It is intended to be a complete review of your entire retirement.
Are The Financial Advisors At Prostatis Fiduciaries?
Yes. Our advisors are fiduciaries and operate with the highest standards, putting your interests first.
Is There A Minimum To Work With Prostatis?
To receive your Savvy Investor Retirement Summary, and to work with Prostatis, you must have at least $500,000 of investable assets.
This includes but is not limited to your 401k, IRAs, Savings, Brokerage Accounts, Life Insurance, and more.
Can I Work With Prostatis If I Live In A Different State?
Yes. All meetings will be done over the phone or via Zoom.
IT’S NOT ABOUT HOW MUCH YOU MAKE
— IT’S ABOUT HOW MUCH YOU KEEP
Death and Taxes provides valuable insight into creating a financial plan to carry readers throughout their lifetime.
Taxes are a huge part of planning for retirement. Losing 30-40% of your retirement savings to taxes is not likely the kind of retirement you expect. In “Death and Taxes,” you’ll find tax strategies you may not know about from your accountant or financial advisor.
Mike believes the time for tax planning is now. The cost of taxes in retirement is likely to go up in the future, which is why we believe now is the time to take advantage of lower tax and new retirement acts.
Let “Death and Taxes” be your first step. Order now so you can begin planning for a better retirement.
- Why Taxes Matter (Pg 13)
- Tax Strategies That Work (Pg 31)
- How To Use Three Different Tax Buckets (Pg 35)
- Understanding RMDs (Pg 63)
- And more...
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