Prostatis Financial Advisors Group is a comprehensive financial services firm specializing in retirement, tax, and estate planning for individuals and families. The firm stands out for its fiduciary approach, ensuring all advice and strategies are delivered with the client’s best interests in mind, and for its focus on growing, protecting, and distributing wealth in the most tax-efficient manner possible.
The firm employs a holistic and conservative strategy, emphasizing diversification and long-term asset allocation to help clients transition smoothly into retirement. Their signature offering, the Savvy Investor Retirement Summary, provides a complete review of a client’s financial picture, including investments, risk, Social Security benefits, and tax minimization strategies. Prostatis primarily serves clients with at least $500,000 in investable assets, offering personalized, ongoing support through phone or virtual meetings.
Services Offered
- Financial Planning
- Tax Planning & Preparation
- Estate Planning
- Investment Management
- Retirement Benefits Planning
- Insurance Services
- 401(k) X-Ray Analysis
- Income Analyzer for Retirement
- Business Management Consulting
- Employment Law Advisory
- Financial Consultation
- Legacy and Succession Planning
- Complimentary Retirement Summary Reviews
- Ongoing Annual Financial Reviews
With team members holding certifications such as Certified Financial Planner (CFP®) and decades of collective experience, Prostatis serves clients across multiple states including Maryland, Florida, and Michigan, with services available remotely. The firm is affiliated with experienced professionals in Louisiana and Arizona, broadening its regional expertise and resource network.
