Financial Advice & Planning for
Families

Starting the next phase of your life means it’s time to begin thinking seriously about your finances. Whether it’s paying off the wedding, saving for a home, or starting an education fund for your children, now is the best time to start down a path toward prosperity. But how do you know you’re making the right decisions?

Our advisors are professionals in all areas of planning, not just investments. That means we’ll help you cover the important areas and answer all your questions, even the ones you haven’t thought of yet. From budgeting to investments and everything in between, our advisors can help you start saving for your future the right way.

Ready to have a conversation? Give us a call or request an appointment and one of our advisors will discuss your situation and suggest first steps.

Education Planning

Give your children the gift of a higher education

Retirement Planning

Start saving for retirement the right way

Debt Reduction

Reduce your debt quickly and efficiently

Common Financial Questions from Families

  • How do we establish a realistic budget?

  • What’s the best way for us to start saving for retirement?

  • I’ve maxed out my IRA. Now what?

  • How do we save for our kids’ college while still paying off our student loans?

Financial Advice for
Families

Ladies, Use These Tips to Give Your Financial Confidence a Boost

I recently came across an article titled, “Warren Buffet invests like a girl.” As a female financial advisor, I wasn’t sure if that was a compliment or jab. Reading deeper into the article- they explain women, like men bring some gender-linked qualities to investing that can actually help. Women tend to do their research, invest calmly, and exercise patience. These are all great attributes to sticking to a long term plan.
Prosperion Planning
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Introducing Prosperion Planning

Introducing Prosperion Planning, the new service from Prosperion Financial Advisors. We built Prosperion Planning specifically to help younger families get on the road to financial independence.

Social Media - Helping or Hurting Your Investment Behavior?

During a recent client meeting we ended up on the subject of social media, and the effect it can have on a business. Unfavorable press coverage led to an echo of bad news on social media among this client’s customers, and it was continuing to harm his business with no end in sight. I was curious about the public’s persistent reaction, and why he believed the story was still in the news cycle many weeks later. Was his customer base being fickle? Were competitors spreading false and redundant stories? His response: social media. Once a key marketing strategy for his company, social media has quickly turned into a sore spot.
The Future of Denver's Skyline
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The Future of Denver's Skyline

Explore the unique history of Denver as told by one of its eminent urban planners Ken Schroeppel. Why did Denver take the shape it did? What will it look like in the next 10 years? Why is the traffic so darn bad lately? Ken will explore all of these ideas and more as he walks you through new projects helping to shape the face of Denver and how past initiatives contributed to our wonderful city. This workshop was originally presented at Prosperion EDU 16.
The Towel Over the Treadmill Approach
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The "Towel Over the Treadmill" Approach

https://www.youtube.com/watch?v=Lfawd_krr_E In the book Thinking, Fast and Slow  author Daniel Kahneman famously describes how people are generally loss averse when it comes to money decisions: “Losses loom larger than gains.  The…
5 Investing Principles
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Back to Basics - 5 Investing Principles

https://www.youtube.com/watch?v=BnjtzOVuQoU If January taught us anything, it was that 2013 was truly an exceptional year for the equity market averages. Falling uncertainty, solid corporate earnings, and a rebounding economy all contributed…
New Baby Checklist

The New Baby Financial Checklist

https://www.youtube.com/watch?v=tZPHWXuqJqc Congratulations, you are expecting an addition to your family! I have just one word for you – Ka-ching! Babies are expensive – we had 4 of them so I know this first hand. Here are some must-do…
Financial Advice for Newlyweds
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Financial Tips for Newlyweds

https://www.youtube.com/watch?v=0nuO7lQgY_s As another summer wedding season comes to a close, many new couples will, for the first time, learn financial responsibility for two. So whether you’re a young couple tying the knot or you found…
8 Best Financial Apps
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The 8 Best Financial Apps for Money-Conscious People

https://www.youtube.com/watch?v=dZUs-7kE_00 You’d be hard-pressed to find someone without a smartphone or tablet these days. Companies like Apple and Samsung have redefined how we communicate, what we rely on, and our ability to access information.…
8 Best Financial Apps
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4 Financial Tips to Teach Your Kids

https://www.youtube.com/watch?v=6T6hP9HSsmM When I meet someone with good money habits it’s usually because they have someone important in their life, a family member or friend, who took the time to share their financial values and experience.…
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Securities, Financial Planning, and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. Prosperion Financial Advisors is not an affiliate of LPL Financial. The LPL Financial Representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY.