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Prosper Planning is a division of Hearthstone Financial, a full service independent wealth management and advisory firm serving the Dallas Metroplex. David J. Quick, CPA and his wife Lotti Quick are long time residents of Prosper, Texas.
We are dedicated to providing clients with comprehensive financial planning and investment services. Services that go far beyond appropriate investment selection.
Our advisors offer securities and investment advisory services through Southwest Texas Capital, LLC, (SWTC) member FINRA, SIPC and Registered Investment Advisor. SWTC clears our brokerage transactions on a fully disclosed basis through National Financial Services a Fidelity Investments company. Securities in accounts carried by National Financial Services are protected by the Securities Investor Protection Corporation for up to $500,000 (including cash claims limited to $100,000). Please see www.SIPC.org for information on SIPC coverage. NFS Further purchases insurance on your securities account for an unlimited amount of protection. | ||
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Prosper Planning is a Division of Hearthstone Financial, Inc. Professional Advisors of Hearthstone Financial, Inc. offer securities and investment advisory services through, and are Registered Representatives and Invesment Advisor Representatives of, Southwest Texas Capital, LLC. Member FINRA, SIPC and Registered Investment Advisor. Hearthstone Financial, Inc. and Southwest Texas Capital, LLC are separate entities. Hearthstone Financial, Inc. is not a CPA firm. This information is designed to provide a general overview with regard to the subject matter covered and is not state specific.
All information contained on this website is strictly for informational purposes only and should not be construed as investment, legal or tax advice. Hearthstone Financial, Inc. and Southwest Texas Capital, LLC do not provide tax or legal advice. Please consult your tax or legal advisor with any legal or tax questions. Do not e-mail orders to buy or sell securities, transfer funds, or send time sensitive instructions. We will not accept such orders or instructions.
Summary/Prices/Quotes/Statistics are obtained from sources we believe to be reliable, but cannot guarantee its accuracy or completeness. Past performance is no guarantee of future results. Account information provided to you at your request does not replace or supersede your monthly statements.
Local: (972) 503-4343 Toll Free: (866) 503-4343 Fax: 972.503.8282
6105 Windcom Ct, Suite 450; Plano TX 75093
© Prosper Planning, Inc. 2008 - All Rights Reserved
