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  • "Instead of looking at...

    long-term-care insurance primarily as financial protection, many people think of it as an investment—and a bad one at that.”

    – Olivia S. Mitchell, Wall Street Journal

Insurance Reviews

Our insurance reviews are designed to prepare you for any obstacle that could derail your financial future. We don’t believe in insurance as an investment vehicle, rather as a method for hedging risk. Our goal is to plan for any and all events or situations that could prevent your plan from unfolding as designed.

The right combination of affordable insurance options helps give our clients confidence that no matter what happens, they and their families will be taken care of. As fiduciary advisors, our primary drive is to find policies that fit our clients’ best interests. And because we aren’t tied to a single product or company, we can recommend the most appropriate policy for you, not us.

We also serve as interpreters and evaluators of your current policies. Our insurance reviews will help discover holes in your coverage or if you’re overpaying. We want your insurance dialed in to your needs and plan going forward.

We can help you analyze potential trouble areas, determine appropriate levels of protection, and do it independently without the stress of a salesman trying to push products on you. We:

  • Look at every type of insurance
  • Summarize all your insurances in one place
  • Recommend appropriate coverage

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Latest Commentary

  • pathway to 2021It’s A New Year! Is It Time To Reevaluate Your Financial Plan?January 25, 2021 - 5:30 pm

    A new year is often a time for fresh starts, intentional planning, and renewed motivation to conquer goals and accomplish things that are important to you. And after the year we just had, a fresh start is just what we need. As you transition into 2021 and all this year will bring, use this time […]

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Prosperion Financial Advisors
8400 E. Prentice Avenue
Suite 1125
Greenwood Village 80111
Phone: (303) 793-3202
Fax: (303) 793-3203
Email: prosperion@lpl.com
© Copyright 2017 - Prosperion Financial Advisors. All Rights Reserved.
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.
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