Protect your family. Plan for retirement. Build your legacy.
Confident financial decisions for your family, with one advisor coordinating your protection, retirement and legacy planning.
01 · Build
Know where you're going, and how your money gets you there.
You get a roadmap built around your goals and timeline, covering retirement savings, education and the big life events in between. Retirement income and annuity options are explained in plain language, and business owners get business solutions that tie the company's coverage and funding to their own plan.
02 · Protect
One bad year shouldn't undo twenty good ones.
You get a review of the life and income coverage you already have, including who is listed as your beneficiary. Home, auto and business insurance protection is quoted through our partner agency, PillarVault.
03 · Prosper
Grow what you built, and pass it on.
You get help organizing your wishes, with wills and trusts prepared through an attorney-connected estate planning platform. We review your plan with you as life changes, and business owners can explore funding through our partner SummitVault.
Who you'll work with
I built Prospirion to help families make confident financial decisions and protect the people they love. My purpose is to turn financial knowledge into practical plans that help clients build wealth, protect assets and prosper for life.
Two questions
How we work
Straight answers, including when the right move is to change nothing.
We do the homework first and explain the trade-offs in plain language.
Your family's goals set the agenda. You decide what happens next.
Questions
Yes. The 30-minute discovery call costs nothing and comes with no obligation.
We talk about your priorities, identify key goals and opportunities, and look at how Prospirion can help you build, protect and prosper.
Yes. Meet at our Worcester office, by phone or by video. Choose when you book.
Yes: business solutions including commercial coverage, access to capital and the owner's own plan.
Pick a 30-minute time that works for you. In person in Worcester, by phone or by video.
On television
Markens joined host Mark Edward Gaffney to talk about building, protecting and growing wealth for retirement.
PROSPIRION