Prosperity Planning, Inc. is a registered investment adviser. A copy of Prosperity Planning’s current written disclosure statement discussing Prosperity Planning’s business operations, services, and fees is available at the SEC's Investment Adviser Public Information website or from Prosperity Planning upon written request. Prosperity Planning may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
Prosperity Planning’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Prosperity Planning’s web site on the Internet should not be construed by any consumer and/or prospective client as Prosperity Planning’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation. Any subsequent, direct communication by Prosperity Planning with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Prosperity Planning, please contact the state securities regulators for those states in which Prosperity Planning maintains a registration filing.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Prosperity Planning does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Prosperity Planning’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.