Honest, simple financial advice. We are a financial services firm that focuses on tax-free retirement planning, child head start plans, and overall financial literacy.
Prosper Peak Solutions, LLC
HI THERE. WE’RE PROSPER PEAK SOLUTIONS
Is your portfolio diversified or are all of your eggs in one basket? Book a free consultation today to see what’s missing from yours.
At Prosper Peak, we’re hyper-focused on helping our clients achieve their financial goals.
Personalized financial strategies that are better than the bank and safer than the stock market.
Tax-Free Retirement Planning
It’s likely that you already have some type of tax-deferred retirement account, such as a 401(k), 403(b), 457(b), or an IRA. Did you realize that when you reach the age of retirement and decide to take out these funds, you will have to pay both state and federal taxes? That’s 30%-40% of your retirement directly to Uncle Sam. People tend to underestimate their taxable liability, so we believe it is essential for a portion of your portfolio to be entirely tax-free. The unique products that we offer allow you to have access to your money while you’re still young, provide an average 7%-10% rate of return with no risk of loss, and grow 100% tax-free. Book a free consultation today to see how this product can enhance your portfolio.
Personal Pension Plans
Have you recently changed careers, leaving behind an old 401(k) or other deferred compensation plan? If you have old money laying around in an account like this, we can help you roll it over into your own personal account with no fees or taxes incurred during the rollover. You may also currently be paying hidden management fees, but when rolling money into your own account you will have the option to reduce or even completely eliminate these fees — so more money in your pocket. $3.1 trillion dollars in 401(k)’s has been left behind at old jobs. Don’t let your money be a part of the forgotten! Book a free consultation today to discuss the benefits of a personal pension plan.
Child Head Start Plans
Many parents save for their children’s education in a savings account or by utilizing a 529 plan. While saving for the future is commendable, is there a better way for parents to do so? 529 plans are tax-advantaged savings plans that can only be used for future educational costs. This is great, but there are limitations. Not only are these accounts exposed to market volatility and can count against financial aid, but if you need to use of the money for non-educational purposes you will have to pay taxes along with a 10% penalty. On the other hand, saving money in the bank will give you a rate of return less than 1%, causing you to lose to inflation. Prosper Peak Solutions, LLC offers products that will not only provide high returns with no risk of loss, but will also grow 100% tax-free. To learn more about how you should be saving for your children, book a free consultation today.
OUR MISSION
Did you know the #1 fear of those nearing retirement is the possibility of outliving their money?
At Prosper Peak, we stress the importance of never having to worry during your golden years.
Tax-Free Retirement Plans
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Child Head Start Plans
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Personal Pension Plans
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Estate Planning
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Business Strategies
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Tax-Free Retirement Plans · Child Head Start Plans · Personal Pension Plans · Estate Planning . Business Strategies .
No Risk of Loss
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High Rate of Return
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Tax-Free
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No Risk of Loss · High Rate of Return · Tax-Free ·
Interested in Joining the Team?
No Experience? No Problem!
We train on everything you need to know to help families make and save money for their futures.
Part-Time or Full-Time
You can create your own schedule and don’t have to quit your full-time job before you can start helping clients.
Fully Remote
Work from the comfort of your own home while earning a passive income.