Should you rent or guy your next home?

410.363.7211

Insurance Planning

Planning for the unexpected to protect your family, assets and legacy

You insure your car.

You insure your home.

You insure your possessions.

How much thought have you given to what really matters? Your family. Your legacy. We realize that life insurance is not a fun subject, but analyzing your need and planning for the “what if?” is crucial.

The Prosperity Consulting Group’s dedication to holistic financial planning addresses risk management in its totality. We view insurance as a way to provide protection, security and peace of mind, as well as a specific and efficient way to transfer wealth.

Our firm is experienced in developing and implementing complex risk management plans for individuals, families and business owners.

Individuals and Families

Evaluating your insurance needs congruent with your personal goals is paramount. We encourage our clients to give great thought to their objectives. What are you really trying to accomplish? What are you afraid of? What are your “what ifs?”

  • Adequate insurance coverage for income replacement
  • Ability for family to maintain current lifestyle
  • Coverage for large future expenses: college / wedding
  • Leave a legacy for your family
  • Leave a charitable legacy
  • Estate preservation
  • Income payment protection
  • Peace of mind

We are here to help. We want to help mitigate your risks and concerns, allowing you to sleep better at night.

Business Owners

For successful business owners, you have worked hard to reach your goals and it is probable that your business has become one of your most valuable assets. In order to protect what you’ve worked so hard to build, The Prosperity Consulting Group can help evaluate what would happen to your business and family should the unexpected happen. We will assist in reviewing legal documents and putting the appropriate business insurance in place to keep you and your legacy intact.

From unexpected events to benefits planning, The Prosperity Consulting Group can help provide solutions for business owners on:

  • Buy/Sell funding for continuation planning
  • Key man replacement coverage
  • Executive benefits planning
  • Collateral assignments
Building Relationships | Delivering Success®
The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
800 Red Brook Boulevard, Suite 300
Owings Mills
Maryland
21117
United States