Our Planning Approach

At Prostrollo Wealth Advisors, we want our clients to plan today for their dreams tomorrow and help them act as stewards of their finances. Our planning approach can help you leave a lasting legacy for those you care about and enjoy your well-earned Golden Years.

Our planning approach includes:

  1. Gathering information and reviewing past experiences and future expectations of investing.
  2. Listening to and planning for your objectives and concerns. We will dive deeper into what you want to see for yourself and your family.
  3. Presentation of a retirement cash flow model, including multiple “what if” scenarios to assure we are adequately preparing for your future. Some of these may include an early retirement, buying a second home, or setting up gifting strategies.
  4. Reviewing your plan to keep up with market and life changes. Your plan is designed to grow with you over the years, not sit on a shelf and collect dust.
We will listen, discuss, plan, and solve your financial concerns together as a team. Contact us today to schedule a complimentary, no-obligation discussion.
Prostrollo Wealth Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, FL, MN, TX, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX