I should call Prosperity N.E.O. if I…
- Had a recent job transition. (Retirement, New job, Downsized)
- Have a change in Marital Status. (Newlywed, Divorce, Widow...)
- Never hear from my current financial professional.
- Am interested in a 2nd opinion on my investments.
- Have a business retirement plan, but I am not sure it is the best one available.
- Am planning on retiring within 10 years of today.
- Am concerned about my parents' cost of care, and I don’t want to burden my family.
- Own a business that doesn't have an employer sponsored retirement plan.
- Would like to learn more and explore my options with my current investments.
- Am curious about IRA/401k consolidation.
- Have a financial professional that is not locally available.
- Need to know my options for an educational savings plan for a new child.
- Am excited about a new child or grandchild in the family.
- Am looking to begin a retirement savings, but don’t know where to start.
- Have a close relative that has recently passed away.