Playful family enjoying breakfast with each other

Prospera LIFEstage™connecting your financial dots

At Prospera, we offer personal financial guidance through all your life stages to help connect the dots on your financial journey.

A focus on holistic financial health

You know it’s important, but…you’re busy, it’s not exactly fun, and it’s not always easy. Let us help.

Prospera is an integrated network of financial professionals who are trained to offer guidance in all aspects of financial services, such as financial planning, budgeting, banking, loans, investments, retirement planning and more. 

We love teaching our members how to focus on what's important to them now, anticipate what's coming soon, and plan what's down the road for a healthy financial future.

Couple meeting a financial advisor

Personal guidance for all life's stages

Our financial professionals will provide guidance themselves, or access to the best, most appropriate partners with the goal of your unique version of prosperity in mind.

We will utilize our customized roadmap tool to offer personal guidance through all your life stages and connect the dots of your financial journey.

Build Your Roadmap With Us

Partners for every stage

Strong enough to provide everything you need. Small enough to know you personally. Experience personal, tailored financial guidance across all life stages.

  • Branch Partners
  • Home Partners
  • Business Partners
  • Tax Partners
  • Prosperity Partners
Find Your Financial Partner

                                             Tax services for Prosperity Partners clients only.

Meet with a Prospera Professional

Build a financial plan for your unique financial needs. It's a free, painless and immensely helpful way to discover where you're at and how to get to where you want to be financially.

Schedule Your Financial Roadmap Session

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*Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Insurance products are offered through LPL or its licensed affiliates. Prospera Credit Union and Prosperity Partners are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Prosperity Partners, and may also be employees of Prospera Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Prospera Credit Union or Prosperity Partners .

Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY NCUA or ANY OTHER GOVERNMENT AGENCY
NOT CREDIT UNION GUARANTEED
NOT CREDIT UNION DEPOSITS or OBLIGATIONS
MAY LOSE VALUE