Prosperity Path Financial and Insurance Solutions is dedicated to helping area retirees and pre-retirees create solutions for attaining their lifestyle and income needs. We create personalized plans for each of our clients and develop long-lasting relationships with the individuals and families we serve.
Prosperity Path Financial and Insurance Solutions specializes in long-term, low-risk investments, wealth preservation, tax-efficient plans for distributions, life insurance and annuities. We have also created strategic partnerships with CPA’s and attorneys to ensure comprehensive service is readily available when preparing for your future. We are committed to upholding the values of integrity, honesty, competency and stewardship while treating you with the respect and kindness you deserve.
Income for Life:
In the past, Americans have traditionally relied upon pensions, social security and personal savings to retire comfortably. Yet today, we’re retiring younger and living longer. With the uncertainty of the economy and what’s to come in the future, retirees and those approaching retirement are searching for ways to protect everything they’ve worked so hard to build. One of the most frequently voiced concerns is the potential for outliving income.
If you’re looking for strategies for protecting your assets and creating an income stream you cannot outlive, we can help. We’ll take a look at your current retirement plan, and determine whether or not it’s aligned with your goals and objectives. We can also help reposition a portion of your assets to provide you with a guaranteed income stream for life, with options for maintaining control of your money and providing a legacy for beneficiaries along the way.
Shawn Coffey does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.