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Prosperous Planning

Prosperous Planning


Prosperous Planning is a comprehensive independent financial planning and asset management firm dedicated to our clients’ financial well-being. Our mission is to provide exceptional service, fostering a long-lasting, trusting relationship as we guide you through every stage of your life. We commit to being your steadfast partner, equipping you with information, choices, and professional recommendations to streamline and simplify your financial journey, all while pursuing your distinct financial objectives.

At Prosperous Planning, our unwavering focus is on understanding and prioritizing your unique needs and aspirations. Your best interests are our top priority, and we deliver thoughtful, sound recommendations with a range of options tailored to your individual situation. Unlike generic, one-size-fits-all approaches, we take a creative, individualized approach, thinking outside the conventional boundaries to provide personalized and impartial product suggestions.

Our ultimate goal is to empower our clients to attain financial success. We are fully committed to your financial prosperity, working diligently to help you pursue your aspirations. Our wealth management and financial planning approach is a dynamic, collaborative process that adapts to your evolving life circumstances. By comprehending your values, objectives, and priorities, we design bespoke strategies aimed at realizing your desired outcomes and living your best life.

At Prosperous Planning, our commitment is to deliver impartial, independent advice and customized solutions designed to pave the way to work toward achieving your goals. Whether you seek a comprehensive financial plan or require assistance in a specific financial domain, we stand as your dedicated partners on the path as you work toward success. We proudly serve families, individuals, and businesses, offering guidance and expertise in a spectrum of vital areas:

Financial Planning: Creating a roadmap to help you pursue your goals.
Investment Management: Crafting strategies that work toward growing and safeguarding your investments.
Retirement Planning: Working toward a secure and fulfilling retirement.
Risk Management: Aiming to safeguard against unexpected financial setbacks.
Tax Planning: Creating tax-efficient investment strategies.
Education Planning: Navigating the path to educational aspirations for your loved ones.
Insurance-Protection Planning: Shielding your loved ones from unforeseen challenges.
Estate Planning: Optimizing current laws to make the most efficient transfer of assets.
Divorce Analysis: Utilizing innovative approaches to help achieve a fair & equitable resolution.
Charitable Giving: Maximizing the impact of your charitable contributions.
Workplace Benefit Maximization: Optimizing the benefits offered through your workplace.
Debt Management: Structuring your debt for financial health and freedom.
Cash Flow and Budgeting: Mastering your finances through effective budgeting.
At Prosperous Planning, your financial journey is our priority, and our expertise is your compass to navigate the complexities of your financial landscape.


20 Prospect Place
New Canaan, CT 08840



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financial planning,
estate planning