Prosperity Planning and Advisory, LLC

Prosperity Planning and Advisory offers personalized financial advice and planning services, including ongoing investment management and one-time financial plans. Services include portfolio management, retirement planning, education planning, ESG investing, tax-efficient strategies, cash flow and budgeting, insurance planning, estate planning, and small business planning. Marcus Mann, an advisor with Prosperity Planning, may separately offer life insurance and fixed annuity products through a non-advisory business.