Prospero is able to provide comprehensive financial planning to executives. Our services can leave you free to focus on your work and not your finances.
Prospero provides comprehensive financial planning to the professional community. We have provided specialized experience to the medical community as well as the general professional community.
We have substantial experience with buy/sells, compensation planning, as well as all the other areas affecting the closely held owner's financial situation.
Our extensive experience providing financial expertise to companies and corporations and their executives and employees positions us well for giving individuals expert financial planning advice as well!
Fee only: We charge an hourly rate for services and a percentage of assets under management for discretionary services. This way we only make money if you make money. We have no commission income.