Welcome To

Prosperity Planning Services

Get Your Insurance Quote

Licensed and highly trained agent dedicated to finding the best value for your insurance needs.

Flexible and tailored insurance plans designed to match your unique needs, lifestyle, and budget.

Get a personalized life insurance quote in just minutes. Contact us today for your fast, free quote!

Who We Are

Insurance Services You Can Trust

Let Us Get You The Insurance Coverage You Deserve

At Prosperity Planning Services, we provide customized insurance solutions tailored to your unique needs and goals. From life insurance to cover your family’s future to estate planning that ensures your legacy is protected, we’re here to help. Our expertise extends to innovative strategies like infinite banking and IUL insurance, offering flexibility and growth potential. With our retirement planning services, we ensure financial security for your golden years.

Backed by licensed agents, low rates, and exceptional service, we’re committed to helping you protect what matters most—today and for the future. Get your personalized quote now and take the first step toward peace of mind.

Flexible solutions and Exceptional Service

Our expert advisor will listen to your needs and goals and will recommend the right type of insurance for your life and budget.

Our Mission Statement

Financial freedom shouldn’t be a secret. We are here to educate, empower, and provide access to wealth-building opportunities that have been hidden for too long. By understanding your financial goals, we help you take control of your future and build a legacy. #NoFamilyLeftBehind

Our Whys

Our four children, Ian, Lilya, Mikayla, and Walker: They are our inspiration and motivation. Everything we do is to ensure they have the best possible future, one filled with opportunities and security.
Financial Freedom: To live without the constant stress of financial instability, enabling us to make choices that align with our values and long-term goals.
Freedom of Time: To spend our days as we choose, dedicating time to our passions, our family, and our community, free from the constraints of financial worry.

Our Accomplishments in WFG

Protected our family and secured our future:
Used WFG resources to achieve financial stability and security for our family.
- Promoted to Marketing Director:
Through hard work and dedication, attained the position of Marketing Director, broadening our impact.
- Helped individuals break the financial curse:
Empowered many to overcome financial hurdles, providing the knowledge and tools to build lasting wealth.

Our Services

We offer a range of insurance policies to meet the unique needs of our clients.

Estate Planning

Our comprehensive estate planning process goes beyond simply maximizing the transfer of wealth and the family business. It increases the likelihood that the family will thrive and remain intact for generations to come.

Life Insurance

Secure your family’s future with personalized life insurance coverage tailored to your needs. Enjoy peace of mind for you and financial security for your family with coverage that fits your needs.

Infinite Banking

Infinite banking empowers you to take control of your money and create lasting wealth. It’s an innovative financial strategy that works for your long-term goals.

IUL Insurance

Indexed Universal Life (IUL) insurance helps you grow your wealth while enjoying tax benefits. It’s a flexible solution to secure your financial future. Safeguard your wealth with our tax-advantaged IUL insurance solutions.

Strategy

Everyone’s financial journey is unique, which is why personalized strategies are essential. We help you build a roadmap and personalized financial strategies designed to help you achieve your unique goals.

Retirement Planning

Our retirement planning service gives you the confidence to enjoy your golden years without financial worries. With the right plan, your future can be as bright as you envision.

Save Time And Money

At Prosperity Planning Services, we want to provide you and your family with your best-fit insurance policy.

Let us take the stress out of planning while providing flexible, cost-effective insurance solutions that give you peace of mind.

Why Choose Us

Your Trusted Insurance Partner

We have worked in the field of insurance for quite some time and have gained the knowledge to tailor insurance policies for your situation.

Tailored Solutions

From life insurance and estate planning to innovative strategies like infinite banking and IUL insurance, no financial goal is too big or small for us to handle.

Dedicated to Excellence

We offer reliable, cost-effective insurance solutions designed to protect your future while providing peace of mind.

Expert Guidance

With years of industry experience, our professional advisors work closely with you to understand your goals and recommend solutions that align with your budget and lifestyle.

Dedicated Support

We offer ongoing customer service support and can review your policy periodically to suggest adjustments or updates to ensure that your coverage continues to meet your needs.