Prosperity Wealth Planning

Legacy planning is about more than money - it's about preparing the people you love for life's most important transitions.

Join us for More Than Money: A Legacy Planning Panel, where a panel of experienced professionals will share valuable insights from their unique perspectives on creating a meaningful legacy.

📅 Wednesday, August 26, 2026
🕓 4:00–5:00 PM PT
💻 Virtual Webinar
Register here: https://calendly.com/easton-prosperitywealthplanning/more-than-money-a-legacy-planning-panel

Join us in celebrating Jordan this month! 🎉

This week marks Jordan's second work anniversary with Prosperity Wealth Planning, and later this month, he'll also be celebrating his birthday! 🎂

We're grateful for Jordan's dedication, professionalism, and the positive impact he makes on our team and our clients every day.

Please join us in congratulating Jordan on his work anniversary and wishing him an early happy birthday. Here's to another wonderful year ahead! 🥂🥳

💡 Education Series Alert | Supercharge Your Finances

How do you replace your paycheck once you retire? In our latest episode, Jordan Bromley, CFP®, walks through how different retirement income sources can work together to help create a reliable income strategy.

Watch here: https://www.youtube.com/watch?v=szaxhhCWvik&t

🎉 Happy Birthday, Carolanne! 🎉

Today we're celebrating someone who brings so much heart, positivity, and dedication to everything she does. 💜

Please join us in wishing Carolanne a very Happy Birthday! Leave your birthday wishes in the comments and help us make her day even more special. 🎂🥳

Happy 4th of July! We hope you have a wonderful holiday celebrating our great country, the freedoms we enjoy, and the many opportunities they make possible. Wishing you a safe, fun, and memorable Independence Day with family and friends!🎉🎆🥳

🎙️ New Podcast Episode!

In this episode, the Prosperity Wealth Planning team shares real-life examples from our Spring Planning Sessions and explores how ongoing financial planning can uncover opportunities around taxes, insurance, retirement, gifting, and more.

Listen here: https://youtu.be/XNTX5SUfnbM

🎉 Happy 1-Year Work Anniversary, Easton! 🎉

We’re excited to celebrate Easton’s first year with Prosperity Wealth Planning. Over the past year, he has consistently brought dedication, positive attitude, and a strong commitment to supporting both the team and our clients.

We’re grateful for the impact he’s made this year and look forward to what the future holds for him at the firm.

Join us in celebrating Easton and his 1-year milestone! 👏

🚀 Quarterly Market Insight

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Click here to view the full report 👉 https://prosperitywealthplanning.com/week-in-perspective/monthly-market-insights-or-june-2026

🎓 Join us in congratulating Aleks on her graduation! We’re so proud and excited to celebrate this milestone with her. 👏✨

To join in on the graduation season fun, we’re also sharing some throwback graduation photos from our team over the years! 📸

And now it’s your turn! We’d LOVE to see your graduation photos too! Drop them in the comments and celebrate with us! 🎓🎉

We’re proud of our planners, Jordan and Easton, for presenting at the Brea Senior Center as part of the Financial and Estate Literacy Group’s six-week financial education series!👏📚

They spoke on Equities and Fixed Income, sharing insights and strategies to help attendees build a stronger understanding of investing and long-term financial planning. We’re grateful for the opportunity to support financial education in the community!