Employment Sponsored Plans

Tax Planning & Preparation

Financial Planning


Estate Planning

Investment Management

Employment Sponsored Plans

Retirement Benefits

The Prostatis Financial team is comprised of professionals seasoned in all aspects of retirement benefits packages such as pension planning, stock purchase programs, and “mega backdoor” Roth strategies. We have worked extensively with the following companies*, including:

  • Boeing
  • Collins Aerospace
  • L3Harris
  • Lockheed Martin
  • NASA
  • Northrop
  • SpaceX
  • Coca-Cola
  • Verizon

We have been sharing our knowledge and experiences of the excellent retirement benefits package offered since 2008. Our goal is helping all employees live as richly as possible with the resources they have to work with during their golden years. Through our unique and refined process known as “outcome-focused planning,” we help you navigate the decision-making process necessary to maximize your benefits and minimize taxation while avoiding the common pitfalls and mistakes many employees make.

*Prostatis Financial is not affiliated, nor endorsed by the aforementioned companies.

Federal Employees

We have years of experience with helping federal employees maximize their benefits, having taught classes for federal agencies such as:

  • The Navy Yard
  • Ft. Meade
  • NASA
  • FBI
  • SS
  • CMS

Ready For Retirement?

Request Your Savvy Investor Retirement Summary Today!

Schedule A 15 Min Call Today

It only takes 15 min to connect with Prostatis and determine how to proceed with your retirement.

Don't forget to request the Savvy Investor Retirement Summary!

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)