Prosper Financial

Prosper Financial is a group of Schererville financial advisors dedicated to helping clients pursue their goals. They provide comprehensive guidance toward financial objectives, which may include estate planning, retirement planning, or wealth management. The firm operates as Prosper Financial Planning, LLC and works with individuals, families, and business owners at any stage of life.

The firm operates out of an office located at 930 West U.S. Highway 30 in Schererville, Indiana, with a zip code of 46375. This location serves as the central point for their financial planning services and client meetings.

Prosper Financial offers a wide range of services for both individuals and companies, including 401(k) plans, mutual funds, securities, life insurance, and pension plans. They also provide business-specific services such as succession planning, business wealth protection, and employee benefit programs.

The new client process begins with an initial consultation where the team gets to know the client and their financial objectives. This meeting is described as complimentary, allowing the firm to understand needs before determining how to properly assist.

Clients are encouraged to bring a clear picture of their income, expenses, assets, and liabilities to their first meeting. This overview helps the team have a productive conversation about current financial standing and future aspirations.

Prosper Financial states that they schedule regular meetings, such as annually or semi-annually, to evaluate progress and make necessary adjustments to the plan. They are also available to connect whenever a significant life change occurs.

The firm explicitly states that they provide comprehensive financial planning services specifically for business owners. Key areas for business clients include succession planning, employee retirement plans, and managing business assets.

Retirement planning is identified as one of the core services for both individuals and business owners. The firm helps clients build a viable strategy so they can build a meaningful retirement.

The team includes experienced financial professionals and skilled brokers who work together using a team approach. They believe this method delivers a more effective means of advising clients compared to individual efforts.

Prosper Financial emphasizes that they will always offer customized guidance and solutions tailored to specific needs and goals. They take a proactive approach to managing and planning the financial future by evaluating all factors that form economic circumstances.

The firm operates through Private Advisor Group, which is a Registered Investment Advisor. Securities are offered through LPL Financial, and the team includes registered representatives associated with the site.

The website mentions that some of the material was developed and produced by Prosper Financial to provide information on topics of interest. The content is intended for general information and should not be considered a solicitation for the purchase or sale of any security.

The firm states that they are fully committed to upholding the vision clients have created for themselves and their loved ones. Their conviction is that money is a tool that can lead to new opportunities, motivating them to assist customers in achieving individual objectives.

You can reach Prosper Financial by phone at 2192950500.

The official website of Prosper Financial is prosperfinancial.com.