Resources for Employees

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The amount of incomplete, misguided, or even misleading financial information in the marketplace is staggering, and that can make it nearly impossible to figure out where to begin. Maximum Prosperity will give you clarity, confidence, and control regarding your financial situation so you can avoid the six major pitfalls of poor planning, protect your family, and set yourself up for a prosperous, tax-free retirement.

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The 12 Steps to Maximum Prosperity

Step 1

Umbrella Liability

Step 2

Long-Term Disability

Step 3

Term Life Insurance


Step 4

Long-Term Care Insurance

Step 5

Health Insurance

Step 6

Estate Planning


Step 7

Roth 401(K) Max Match

Step 8

Health Savings Account (HSA)

Step 9

Roth IRA


Step 10

Permanent Life Insurance

Step 11

Home Ownership

Step 12

Roth 401((K) Remainder