5 Ways to Save Money this Holiday Season
Christmas time is quickly approaching! And that means we are spending, spending, spending, and spending… then making last minute...
top of page
MARKETS CHANGE AND SO WILL WE. TM
Recent Posts
Archive
Tags
Five Things to Review This October: Financial Planning Month
October is financial planning month. That means the end of the year is quickly approaching. This is when we begin to review client...
Trust: A Different Type of Defense
Some of you have listened to me talk about offense and defense of the capital markets for almost three decades. Today we are going to...
Helping Clients Help Charities
Indiana University found that a whopping 98.4% of high-net-worth households give to charity. This matches our experience in working with...
Advisory services offered through Prosperity Financial Group, Inc. Lily Wealth Management is a DBA of Prosperity Financial Group, Inc. Prosperity Financial Group, Inc. is a Registered Investment Adviser. This website is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Prosperity Financial Group, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Prosperity Financial Group, Inc. unless a client service agreement is in place. Additional disclaimers here: lilywealthmanagement.com/disclaimers
bottom of page