Our Services

Connecting you with trusted estate planning and financial advisors.

Estate Plans

Helping you find the right estate planning company tailored to your needs.

A professional advisor discussing estate plans with a client over documents.
A professional advisor discussing estate plans with a client over documents.
Financial Help

Connecting you to financial advisors who understand your goals and challenges.

Offering software solutions that simplify managing your estate and finances.

Smart Tools
A user-friendly estate planning software interface displayed on a laptop.
A user-friendly estate planning software interface displayed on a laptop.
A smiling financial advisor shaking hands with a satisfied client.
A smiling financial advisor shaking hands with a satisfied client.

Who We Are

At Prosperity Plan, we connect you with trusted estate planning tools and financial advisors who truly understand your goals.

A friendly advisor discussing estate planning options with a couple in a cozy office setting.
A friendly advisor discussing estate planning options with a couple in a cozy office setting.

150+

15

Trusted Partners

5+ Years

woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

Prosperity Plan made estate planning simple and stress-free for my family.

J. Lee

Smiling middle-aged woman sitting at a desk with paperwork and a laptop.
Smiling middle-aged woman sitting at a desk with paperwork and a laptop.

Connecting with a financial advisor through Prosperity Plan was a game changer.

M. Patel

Professional man in a suit shaking hands with a client in an office.
Professional man in a suit shaking hands with a client in an office.
★★★★★
★★★★★
Help

Questions? Reach out anytime, we're here.

Email

Call

info@prosperityplan.net

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