Prosperity Financial Planning LLC

Prosperity Financial Planning LLC is a financial planner in Buenaventura Lakes, FL, offering personalized financial planning and investment management services. The firm specializes in retirement planning, tax strategy, legacy planning, and cash flow management, serving clients through a transparent flat-fee model. Services are tailored to individual needs, with tiered pricing based on complexity, including options for advice-only and comprehensive advice with investment management. The firm focuses on empowering clients to achieve financial clarity, confidence, and freedom through customized strategies. It serves clients in the local area and beyond, with a commitment to long-term guidance and plan adjustments as life evolves.

Elizabeth McCollum, CFP, founded the firm and leads its services. She holds an MBA from The Wharton School, University of Pennsylvania, and brings extensive experience from roles at Vanguard, Permira Private Equity, and major restaurant chains including Bonefish Grill and Outback Steakhouse. Her background includes corporate finance and operations leadership, contributing to her expertise in retirement transitions, complex estate planning, and high-touch wealth management. The firm emphasizes a boutique approach, serving a select number of clients to ensure personalized attention and deep engagement.

The business is located on Arbor Cir in Buenaventura Lakes, FL. No nearby landmarks are listed.

Prosperity Financial Planning LLC is recognized for its thorough, well-documented online presence and a website optimized for clarity and accessibility. The firm’s detailed information, transparent fee structure, and structured planning process reflect a strong commitment to client education and service integrity. Its digital platform allows clients to begin financial planning at their own pace, using the same tools employed in professional consultations.

The firm stands out in the local financial planning landscape for its personalized, client-centered approach and deep expertise in retirement and estate strategy, making it a trusted resource for residents of Buenaventura Lakes seeking long-term financial stability.