Plan & Prosper
Financial Partners
Making Your Financial Journey As Enjoyable As the Destination
Think of us as your go-to guides for financial planning, investment management and retirement. We are here to simplify the complex, celebrate milestones, and keep your goals at the center of everything we do.
Your focus can now be living your best life- today and tomorrow.
Our Services
Retirement Planning
Develop and implement a retirement roadmap incorporating Social Security, Medicare, and retirement income strategies.
Tax Planning & Strategies
Collaboration with you and your CPA to maximize tax strategies and diversification.
Investment Management
Personalized investment management strategies aligning with your financial goals, risk tolerance and financial plan.
Wealth Transfer
Develop and implement generational wealth transfer plans in conjunction with your estate attorney and CPA. Using techniques like Roth conversion, Gifting, Trust strategies and education planning.
Post Divorce Planning
Help you rebuild and implement a financial plan and investment strategy consistent with significant changes in lifestyle, expenses and income.
401(k), 403(b), IRA, & Pension evaluation
Review the options available to you for your former retirement and current workplace retirement plans.
Who We Serve
Retirees
Widows & Widowers
Professionals & Business Owners
Trustee & Estate Beneficiaries
FERS Employees & Retirees
PSERS Educators & Employees
Divorcees
Pre-Retirees
Our Team
Seth Borders, CFP®, CPWA®
Co-Founder, Wealth Advisor
Ruthanne Monteleone, CFP®
Co-Founder, Wealth Advisor
Zach Cooper
Wealth Strategy Associate
Check the background of investment professionals on FINRA’s BrokerCheck.