PROSPERITY LIFE PLANNING

We work closely with several attorneys who are specialists in elder law and special needs planning. After a thorough needs analysis with the parents, we join the family in their first meeting with counsel to ensure good communication and sharing of ideas. Our combined experiences in taxation, accounting, and financial planning lends itself very nicely to working with "typical" as well as special needs families in risk management and protecting families, as well as budgeting, investments and estate planning.

Also known as: Prosperity Life Planning, Inc.

Primary location: Delray Beach United States