Empowering Your Financial Future: Your Trusted Local Wealth Management Partner
We will evaluate each client, regardless of income level or stage in life, and work on building a clear path to financial success. We will educate and empower clients with the knowledge they need to take ownership of their aspirations to achieve their goals!
Portfolio Management
Focus on utilizing various asset allocation strategies to help clients achieve their financial goals while managing risks.
Retirement Planning
Develop strategies to ensure your retirement years are financially secure and fulfilling.
Protection Planning
Building safeguards to ensure your efforts towards retirement and wealth building are protected from premature death or disability.
Estate Planning
Working with experts to preserve your legacy and ensure your wealth is protected from creditors and distributed to your heirs in a tax efficient manner.
Education Planning
Securing your children’s academic educational aspirations while leveraging as many strategies as possible.
401k Plan Advisory Services
Helping business owners establish and fulfill their fiduciary responsibilities with retirement plans. Ensuring employees have guidance and access to caring financial professionals.
Erick J. Palacios, MBA
Fiduciary Advisor
Brent Buckmaster
Wealth Advisor
Heidi Smalley
Client Liaison
Welcome to Plan to Prosper, your dedicated partner in securing your financial future.
At Plan to Prosper, we understand that every individual’s financial journey is unique. That’s why we are committed to providing tailored wealth management solutions that align with your aspirations and values.
With years of experience serving our local community, Plan to Prosper has earned a reputation for delivering personalized financial guidance that you can trust. Our team of skilled financial advisors is dedicated to helping you navigate the complexities of wealth management, investment planning, retirement strategies, and more.
We believe that financial success is built on a foundation of trust, transparency, and collaboration. When you choose Plan to Prosper, you gain a partner who will take the time to truly understand your financial goals and challenges. We work closely with you to develop a roadmap that reflects your short-term needs and long-term aspirations.
Our approach combines cutting-edge financial insights with time-tested strategies, ensuring that your financial plan evolves as your life does. Whether you’re planning for retirement, seeking investment opportunities, or aiming to leave a legacy for your loved ones, Plan to Prosper is here to guide you every step of the way.
As your local wealth management partner, we are deeply invested in your financial success. We are committed to providing you with the information, education, and support you need to make informed decisions about your financial future. Explore our range of services and discover how we can empower you to achieve your financial goals with confidence.
Contact us today to schedule a consultation and embark on a journey toward financial security and prosperity.
The Retirement Savings Dilemma
Contact us
Ready to take the first step towards financial prosperity? Our team at Plan to Prosper is here to provide expert guidance tailored to your unique goals. Contact us today and embark on a journey towards securing your financial future.
Our Services
DISCLAIMER
Plan to Prosper Wealth Management is an independently owned investment adviser located in Ormond Beach, FL, registered with the [United States Securities and Exchange Commission (SEC) / State Securities Regulators]. Registration does not imply a certain level of skill or training. This website is for informational purposes only and should not be construed as a solicitation to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Plan to Prosper Wealth Management and its representatives are in compliance with the current registration and/or notice filing requirements imposed by those states in which Plan to Prosper Wealth Management maintains clients. The Firm may only conduct business in states where it is registered or qualifies for an exemption or exclusion from registration. Any direct communication with a prospective client will be conducted by a representative who is properly registered, or exempt, in the state where the prospective client resides. A copy of Plan to Prosper Wealth Management’s current disclosure documents – Firm ADV Part 2A (Firm Brochure, Part 2B (Brochure Supplement), and Form CRS (Customer Relationship Summary) – which describe the Firm’s business practices, services, fees, and conflicts of interest, are available free of charge upon request or by visiting the SEC’s Investment Adviser Public Disclosure (IAPD) website. Plan to Prosper Wealth Management is an independently owned investment advisor located in Ormond Beach, FL and registered with the SEC. All service marks and content on this site are the property of Plan to Prosper Wealth Management, unless otherwise noted. Materials may be downloaded for personal, non-commercial use only, provided that copyright or other proprietary notices are not removed. Any reproduction, distribution, or republication of materials for commercial purposes without prior written consent of Plan to Prosper Wealth Management is prohibited. The information on this website may contain errors, omissions, or outdated data. Plan to Prosper Wealth Management does not warrant the accuracy, timeliness, or completeness of the information and provides all materials “as is,” without warranties of any kind, express or implied, including but not limited to merchantability, fitness for a particular purpose, or non-infringement. This site may contain links to third-party websites for convenience only. Plan to Prosper Wealth Management does not review, control, or guarantee the accuracy or completeness of information on those sites, and does not endorse their content, products, or services. To the fullest extent permitted by law, Plan to Prosper Wealth Management shall not be liable for any damages (direct, indirect, incidental, or consequential) arising out of your use of this site or reliance on the information provided herein. Certain state laws may not allow limitations on liability, so these exclusions may not apply to you. The services described on this website are offered exclusively to U.S. citizens and residents. All investments involve risk, including possible loss of principal. Past performance is not a guarantee of future results. © 2025 Plan to Prosper Wealth Management