Our Clients

One Targeted Ball Different Vs Same Change InnovationPartners for Prosperity doesn’t do “typical financial planning.”

Our clients tend to be a little bit “different” too. (You might even describe some of them as financial renegades!)

Our clients come from all walks of life, and we work with clients in all 50 states. They are singles, couples, and families of varying ages. Some are successful business owners, investors, and other entrepreneurial thinkers, while others are “just getting started.”

All of our clients are committed to creating prosperity, and they are open-minded to philosophies and strategies that challenge typical, limited financial advice and solutions.

Good InvestmentWe’ve had the privilege of working with several financial authors and thought leaders, as well as with many of their clients. Often, our clients are accredited investors (presently defined as income of $200k/$300k+ couples or net worth of one million or more).

We have no “minimums” as far as income or assets to work with us, although many of the investments and private equity funds that we work with have minimums ranging from $25k to $100k.

There is no “one-size fits all” P4P client, however, we find they share some commonalities:

They want to control their own money.

They like to make their own decisions about their money rather than hand it over to a manager, an employer, the government, or the whims of “the market.”

They desire financial flexibility.

Many of our clients are business owners, real estate investors, private lenders and entrepreneurial-minded individuals. They don’t want their money locked up until they’re 59-1/2. They want to USE it, often, to actively invest, grow the business of their dreams, or pursue residual income streams.

They’re independent thinkers.

They question the direction the crowd is marching, and suspect that Wall Street brokers and the Big Banks are ultimately serving their own best interests, not those of their clients. They’re open-minded to including alternative strategies.

They view “prosperity” as more than just money.

They value wealth and abundance in all areas of life, viewing their finances as a tool to support their passions, relationships, health, and other treasures.

Does this sound like you?

If so, then we should meet! Contact us for a no-obligation phone consultation today. 

There’s no pressure and no presentation… just a chance for us to meet, and for both of us to ask questions and discover if we can help you prosper.

Learn more about working with us.

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This website is provided for informational purposes only. The information contained herein should not be construed as the provision of personalized investment advice. Information contained herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security or investment. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future.