About Us

We love serving a wide variety of careers, such as government employees, educators, and healthcare professionals, from their working years through their golden years,. Our specialized team at ProWealth Financial is here to unlock CONFIDENCE through CLARITY by crafting a secure financial future from a foundation of public service.

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Our Approach

Our approach is centered around the idea that your "why" is just as important as the "how". From our first meeting, we want to know what truly matters to you.

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What to Expect

A strong planning process is the best way to create a more financially secure plan. It is crucial that your financial plan seeks to protect your needs now and for the future in a tax smart manner.

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ProWealth Financial

ProWealth Financial is a wealth services firm with a team of approachable, dedicated professionals who will put your needs and interests first. Our commitment to you is to provide independent, objective advice and attentive service. We understand that freedom in life is a journey that can be planned through financial focus, and we believe that helping you organize your financial life enables you to make informed decisions toward your goals and desires.

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Our Services

 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help plan your life after work just as well as you planned your career.
 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth, so you reach and enjoy your financial goals.

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.


We aim to provide guidance, insights, and education to help you confidentially live your life while working and throughout retirement.

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See how our process starts by building your personalized Asset-Map® Report

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Blog

Educational Videos

 

The Importance of Financial Goals

 

What’s Your Risk Management Plan?

 

The Very High Cost of Waiting to Save for Retirement