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Retirement Planningwe can do this

Your goals for retirement don't start down the road. They start here and now.

Schedule Appointment

Or call 920-882-4783 during business hours.

Helping you craft a personalized retirement plan

Retirement planning is about hope – hope for a good life down the road. Prosperity Partners can help you connect your hopes for tomorrow with an actionable, sustainable plan for today.

We’ll listen to where you’re at today and what your goals. Our LPL Financial Advisor will work with you to identify what your next steps should be, both in the short term and down the road. You can do this. We can help!

Planning ahead for a satisfying, enjoyable retirement

Launch a Strategy that Works for You

Whether you’re just starting out, growing your portfolio, or managing your wealth for income, we can craft a plan that’s just right for you.

Engage Our Professionals to Manage Your Portfolio

Our experienced financial consultant cares about people and cares about your prosperity.

Support for All Aspects of Financial Health

Settled and Stable investors managing investments for income need a partner approach to help with all aspects of financial health.


Meet the Prosperity Partners Team

Jeff D. Garrett

VP of Investment Services, CRCP

Erin Bishop

Investment Services Assistant

You Can Do This. We Can Help.

Planning for your retirement needn't be overwhelming or boring. We love helping clients find their financial roadmap. Get in touch with us today. We'll help you set out towards success and support you along the way.

Schedule Prosperity Partners Appointment

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