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We a pleased to offer prospective clients a
Free One-Hour Consultation
All consultations are in the strictest confidence and are provided with no obligation on any party to enter a professional relationship. During that consultation we can help you address a variety of questions including but not limited to:
- Am I paying unnecessary taxes on my investment income? (Voluntary taxes for the uninformed)
- Are there investments that provide guarantees?
- How can I reduce risk in my portfolio?
- Is my Living Trust properly funded or is a Living Trust even right for me?
- How much will I need to retire?
- What steps do I need to take to Rollover my 401K or other retirement plan at a former employer.
- How should my portfolio be allocated?
- .... or any other financial issues you may have of concern.
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
