David W. Wilcox, CLTC, LUTCF, CEPP and Russell T. Amsden, co-founders of Prosperity Financial Solutions, LLC are known throughout Palm Beach, Martin, and St. Lucie counties in South Florida as the specialists in the Insurance and Investment Planning services for retirees/pre-retirees.
Welcome to our Web site, where you'll find a wealth of inforfmation in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Our Services Include:
- Protecting & Preserving Life Savings
- Developing or Updating of Financial/Retirement Planning
- Alternatives to Stock Market RISK
- Solutions to the dreaded "OUTLIVING of INCOME"
- Solutions for potentially reducing or eliminating TAXES
- Plan the Distribution Of Life Savings In the Most Tax Advantageous Way - Now & At Death
- Keep Retirees/Pre-Retirees Informed & Educated Concerning Financial & Retirement Solutions
- Annuity, Long Term Care, Disability, & Life Insurance
- Financial Workshops throughout the year