Prosperity Financial Services

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Investments, Annuities & Retirement Insurance Plans, Financial Planners

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Today: Closed

Tomorrow: 8:00 am - 9:00 pm

19 Years

in Business

Accredited

Business

(615) 672-4686Call Visit WebsiteVisit Website Map & DirectionsDirections1036 Stearman DrWhite House, TN 37188 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	8:00 am - 9:00 pm
Sat - Sun	Closed

Places Near White House with Investments

Millersville (6 miles)
Ridgetop (8 miles)
Goodlettsville (12 miles)
Rivergate (12 miles)
Cross Plains (14 miles)
Cottontown (14 miles)

More Info

General Info

Prosperity Financial Services, in White House, TN, is the area's leading investment company serving Middle Tennessee and Southern Kentucky. We specialize in annuities, rollovers, mutual funds, long term care insurance, investments and more. For all your investment needs, contact Prosperity Financial Services in White House.

Email

BBB Rating

Extra Phones

Phone: (615) 668-7684

MobilePhone: (615) 545-6546

Fax: (615) 528-1500

Services/Products

Call and We Can Schedule An Appointment That's Convenient For You!, Annuities, Rollovers, Mutual Funds, IRA's, Long Term Care Insurance, Life, Health, Disability

Payment method

check

Location

Located Hwy 31 W Just South of Whitehouse City Limits

Amenities

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Associations

Jim and Terry are Local Dave Ramsey Endorsed SmartVestor Professionals

Other Link

http://www.prosperity-financial.com

Categories

Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Life Insurance, Mutual Funds, Retirement Planning Services

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Details

Phone: (615) 672-4686

Address: 1036 Stearman Dr, White House, TN 37188

Website: http://www.prosperity-financial.com

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Prosperity Financial Services

Estate Taxes
Tax Services
Roth IRA
Now that you have decided to start setting aside savings for retirement, which plan is best for you? Should you use a Traditional IRA or a Roth IRA and what is the difference between the two? If you are currently investing in a 401K through your employer, should you also have an IRA? We know that you have questions. Our goal is to teach you not only what you should do, but why you should do it, as well.
Tax Deductions
There are a few options available for you in this category. Once we determine the amount that you would like to save and how much of a tax deduction you would like, we can choose the most beneficial plan.

Mutual Funds
We are happy to offer assistance in many areas. First, we offer Mutual Funds and Retirement Packages. Investments including IRAs, 401Ks, and Rollovers. Second, we offer Insurance including Life, Long Term, Health, and Annuities. Third, we offer Trusts, Debt Control, Agency Development, and Estate Preservation. These and many more variances are available to you as well.

Accounting Services

Financial Planning
The purchase of life insurance is an important decision for both you and your family. There are many reasons why life insurance policies or annuity contracts are purchased, but these reasons should be based upon your financial planning needs. Factors such as your marital status, number of dependents and cost for their support, future education needs, current and anticipated family income, and your current assets and debt obligations all play a role in determining the amount of life insurance that is right for you.
Retirement Planning
Annuities
This depends upon the particular situation. Options are discussed with the client in depth to assure any recommendations are suitable for the client. After obtaining complete information regarding a particular individual an annuity may be a better option, especially the more conservative investor. The interest or returns grow tax deferred, and upon the owner’s death the proceeds are payable directly to the beneficiary bypassing probate. The annuity may offer an option to be turned into an income stream that the owner can never outlive. Call Prosperity for a more complete discussion given your particular situation.
Long Term Care
Long-term care (LTC) is any care you receive over a continuous period of time. About 60% of people over 65 will require some sort of long-term care at some point in their life. No one likes thinking about it, but as people age or become ill, they may need help doing daily tasks like getting dressed, bathing, and more. Long-term care (LTC) provides people with those services. LTC can be given just about anywhere including your home, assisted living facilities, or nursing homes. Unfortunately, long-term care is really expensive. Most health and disability insurance won't cover it but long-term care insurance will. Paying out of pocket for LTC can quickly get expensive! It costs so much that you can quickly find your life savings dwindle in a matter of months. Having LTC insurance ensures that your savings will remain intact and your kids won’t have to pay the bill.

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