Financial Planning
Tax Planning & Preparation
Financial Planning
Insurance
Estate Planning
Investment Management
Employment Sponsored Plans
Financial Planning
Education Planning
Higher education can provide children with the necessary skills to succeed. However, the cost of university and 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
- IRAs
- 401(k), 403(b) and 457 Plans
- Defined Benefit Plans
- Pension Plans
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*If you are a current client, please call 410-863-1040, or email service@prostatisfg.com.
Request the Savvy Investor Retirement Summary and see what it would look like if you were able to grow, protect, and distribute your wealth in the most tax-efficient manner while alive and after you pass. In five steps, you can get prepared for the rest of your life!
- 1) The Intake (Gather Your Info)
- 2) The Summary (Show Your Future)
- 3) The Review (Take Home And Review)
- 4) The Decision (Determine How To Proceed)
- 5) The Savvy Life (Enjoy Your Retirement)