Frequently asked questions

Prospr helps you achieve financial, protection and health goals. With Prospr, you’re not just investing in the possibility of a healthier financial future, but also in a thoughtful approach to your life’s journey. Because your financial wellness affects more than just your wallet: it affects your future aspirations, the well-being of you and your loved ones and your physical and mental health.

Prospr was designed to help you achieve your financial goals with easy-to-use online tools and knowledgeable, salaried advisors.

When you sign up with Prospr, you get access to a completely personalized dashboard that will help you:

• Track your personal and financial goals.
• Get a complimentary plan for your financial goals.
• Adjust your goals whenever you need to (we get it, life happens!).
• Chat with advisors through virtual video calls, email and phone.
• Access holistic advice for your biggest life hurdles, from saving for retirement through to planning for your family’s future.

With Prospr, we start by recognizing that your goals are unique to you. We do an assessment of your financial position and share personalized recommendations to help you get to where you want to be. Plus, you’re backed by an entire team of licensed advisors who put your goals first. They work for you to help manage your plans and reach your goals.

Your information is used to create personalized recommendations for your unique goals. Rest assured your information is always safe with us–it remains confidential and will not be shared with any third parties.

For more information, please visit our Privacy Policy.

The Prospr team uses your information to create personalized recommendations for your unique situation. Your information is safe with us–it won’t be sold to other people.

You can schedule an appointment with an advisor through Appointments. Talk to one of our salaried advisors anytime between Monday to Friday, 8 am to 8 pm ET and Saturday, 10 am to 4 pm ET. You can choose between Zoom or a phone call.