Plan & Prosper Financial Partners
At Plan and Prosper Financial Partners, we are all about making your financial journey as rewarding and 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.
Wealth Management
Investment options and portfolios that align with your short- and long-term goals.
Tax Planning & Strategies
Collaboration with you and your CPA to maximize tax strategies and diversification.
Your Financial Partners
Seth Borders, CFP®, CPWA®
Co-Founder, Wealth Advisor
Call/ Text: 610-314-4456
Email Seth
Ruthanne Monteleone, CFP®
Co-Founder, Wealth Advisor
Call/ Text: 610-314-4828
Email Ruthanne
Zach Cooper
Wealth Strategy Associate
Call/ Text: 610-314-0401
Email Zach
Check the background of investment professionals on FINRA’s BrokerCheck.