Prosperitas Wealth Management

"Aligning Your Financial Future With Your Faith"
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For Catholics!!


Retirement Planning*                    IRA/401kRollovers*
Investment Planning*                    EstatePlanning    
Tax Free/Deferred Products         College Savings Plans*
Life Insurance/Annuities               Wealth Transfer 

  

When it comes to planning your financial future, Catholics now have the opportunity to do so while also promoting their beliefs & values.  “Prosperitas Wealth Management,” through its affiliation with Catholic Financial Services Corporation and The Catholic Order of Foresters, provides the opportunity to align our financial future with our faith.  Now, more than ever, it is important that the financial legacy we’ve built and saved for throughout our working years is used to promote morally sound institutions and organizations.  It is then we are able to bring our Catholic ideals into the market place, ensuring that our retirement and investment dollars truly parallel and promote the teachings of the Catholic church.



Please call today to set up a complimentary in-home financial review to learn how you can ensure a comfortable retirement and that your financial future remains invested in your faith.


Tim Vinton
Financial Consultant
Prosperitas Wealth Management
402-817-1065

 

 

*Securities offered through Catholic Financial Services Corporation, 1100 W. Wells St., Milwaukee, WI 53233, (414)278-6550.  Catholic Order of Foresters affiliated broker-dealer, of which Tim Vinton is a registered representative.  Member FINRA www.finra.org and SIPC.




10 Common Questions You May Ask Yourself While Planning For Retirement:

 1)  Will I have enough to retire?
 2)Am I making morally sound investment choices? 
 3) Do I have sufficient liquidity in my portfolio?
 4) Is my portfolio allocated properly and diversified?
 5) How is the performance of my investment accounts?
 6) Do I have my estate planning/beneficiary designations made?
 7)Am I paying too much in taxes on my investments?
 8) How safe do I feel with the investment choices I’ve made?
 9)

Do I have sufficient life insurance in place to protect the lifestyle of myself and my family?

 10) How am I able to pass money on to my beneficiaries tax free?