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Pros·per·i·ty [pro-sper-i-tee] noun.

A successful, flourishing, or thriving condition, especially in financial respects; good fortune.

Many financial plans are designed based on fulfilling needs, ranging from retirement income needs to income and asset protection needs. You can draw a lot of parallels between financial health and physical health, and to us, this is like doing the bare minimum necessary to stay healthy. Our plans are designed around dreams and aspirations and the process is designed to be engaging and exciting. This is how our Prognosis:Prosperity mindset was developed.

Our planning team brings a wealth of experience in working with Northwest physicians, especially surgeons and specialists, and has tailored their approach to offer a comprehensive and coordinated approach.