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 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

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

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