Pursue the Freedom You Envision
Let ProWealth Financial help you on your journey to pursuing freedom and retiring with confidence.
Guidance and coaching to plan your path. Support and care to keep you on track. An integrative team, that understands you first, and who can care for your full financial life.
At ProWealth Financial, we look at you as a whole person, not just a set of numbers in your portfolio. We believe that an effective financial plan requires an integrated approach and begins with an understanding of your life and personal values. Based on this understanding of who you are and what you value, we develop a comprehensive, personalized plan to set you on the right path. We also provide the support you need to help you overcome obstacles that separate you from your ideal financial situation and ideal life.
We are a fiduciary wealth services firm with a team of approachable, dedicated professionals who will put your needs and interests first. Our commitment to you is to provide independent, objective advice and attentive service. We understand that freedom in life is a journey that can be planned through financial focus, and we believe that helping you organize your financial life enables you to make informed decisions toward your goals and desires.
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success. Members become eligible for Court of the Table after generating three times the production requirement. Specific production requirements increase annually, and members must reapply each year.
Grant Fossum holds the RFC® and AIF® designations.
Our comprehensive suite of planning services is completely customizable, allowing us to tailor our offer to suit your individual needs and goals. We can help you find solutions to life’s most pressing matters, so you can make informed decisions and gain momentum toward your goals and ideal life.
Selecting customized investment vehicles, maintaining balance in your portfolio, and properly managing your risk can help turn your investments into lifetime income.
Understanding of your personal needs, goals, and circumstances, we develop a wealth management plan to help put you on the path to pursuing your objectives.
Making the decision to be financially responsible is one of the best things you can do for yourself and your loved ones.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Estate planning is not just for the ultra-wealthy; it should be incorporated into any comprehensive financial plan.
Effective risk management should incorporate a comprehensive insurance plan that will protect you and your loved ones from life's most unfortunate events.
For individuals and business owners alike, preparing your taxes can feel intimidating or overwhelming, but it doesn't have to be this way.
Work with our team to formulate a comprehensive plan for future education savings for children and grandchildren alike.
Are you an advisor looking to grow your business? Maybe you're considering starting out on your own. ProWealth empowers advisors to serve clients according to their individual needs.