Our unique and personal approach also doesn’t stop at provision of the comprehensive financial plan. Personal Prosperity stands by your side to assist with implementation. As life progresses and circumstances change, we will continually monitor your situation and review potential adjustments with you to help ensure achievement of the life you desire.
In retirement, we implement a plan designed to maximize your prosperity and success. A budget is established to best meet your identified goals and investments are dynamically managed in a manner best suited to support your lifestyle while adapting to market conditions. Contingencies are developed to address changes and to potentially splurge in good times.
An important aspect in implementation, particularly in retirement, is tax efficiency. We will help you develop a tax-efficient portfolio and will stand by your side to maintain and maximize your wealth in the manner you desire before and after retirement.
Founder's Story
After a successful engineering career and implementation of a positive self-performed investment plan, I embraced the Financial Independence, Retire Early (FIRE) movement. “Retirement” or transitioning out of the career you have built over decades is a significant life event, particularly when it occurs prior to normal retirement age. Therefore, I sought guidance to ensure that my financial picture was in order and that I was on the best path toward achieving established goals and maintaining lifestyle. Like many others, I struggled to find advice that encompassed the comprehensive picture or advice that was not predicated upon the advisor earning commissions off products that they sold. The most common deficiency I ran into was that planning did not adequately consider the impact of taxes, which play a role in most every financial decision and have a significant impact on long-term wealth accumulation.
When I was unable to find the planner that I was looking for, I went back to college and took formal financial planning classes. Although I had done pretty well in managing my own assets, I learned several improvements and was able to find many advisors that fit with my philosophy and who provided valuable mentorship. Ultimately, I came to realize that I could use the knowledge gained to help others. I embarked upon a second career dedicated to providing fee-only comprehensive financial planning advice to like-minded people who are looking for a partner along the journey of achieving a prosperous and successful life.
When I’m not busy providing financial advice, I like to travel and experience new things. That might involve getting out into the great outdoors to do some hiking, fishing and hunting, or it might also include traveling the world to experience different cultures and meeting interesting people.
Kenton Braun, CFP®, ChFC®
President
713-413-7801
kenton@personalprosperity.net