At Prosperity Partners Wealth Management, our job is to help you maintain your lifestyle, preserve your wealth, and create your legacy for today, tomorrow and years to come. Whether you are making plans or going through a major life transition, you have worked hard preparing for your financial future.
The question is, are you really ready for what may lie ahead? The risks are too great, and time is too short to financially go it on your own. Now is the time to let us help you love your life, leave your legacy, and feel confident about the next steps on your path. Call or e-mail us today for information on how we can help you live, love, and leave a legacy.
The question is, are you really ready for what may lie ahead? The risks are too great, and time is too short to financially go it on your own. Now is the time to let us help you love your life, leave your legacy, and feel confident about the next steps on your path. Call or e-mail us today for information on how we can help you live, love, and leave a legacy.
Services
Our Team
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Ali Swofford is the President of Prosperity Partners Wealth Management, LLC and shares over 35 years of financial wisdom and experience with her retirement planning, and wealth management clients. She focuses on turning retirement confusion into retirement clarity both for native Tennesseans and those choosing to move and retire in Tennessee.
Our Values
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We believe in developing strong personal relationships with our clients. As an independent planning and wealth management firm, our focus is not on the number of accounts we can open, but on the quality of the experience each client receives. We have dedicated team members who treat you like family, listen to your needs, and help solve your problems.
Our Approach
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When it comes to building wealth and planning for your retirement, balancing growth with asset protection is vital to your success. We utilize the "Bucket Planning Approach" to visualize your assets into three areas of focus. It's simple but effective and we welcome the opportunity to walk you through the nuances.
Our Services
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Sound financial planning inherently assumes that everyone's individual financial and life circumstances are unique. We believe financial planning is more of a process than a destination. We begin our process by learning about you, your goals, and your family's financial position. Then we work with you to gather data about your risk-tolerance level, cash-flow needs, tax situation, and other factors that may affect your finances over time.
Our Process
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Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that gets you there. And as your life changes, we'll adjust your plan so it better aligns with your new path. There is no one-size-fits-all financial plan or investment.
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