Prostatis Financial Advisors Group is a financial planning firm focused on helping individuals and families prepare for retirement with greater confidence. Its advisors provide accountable retirement, tax, and estate planning, supported by clear, ongoing communication and long-term investment strategies designed around clients’ goals. The firm’s services include tax planning and preparation, financial planning, insurance, estate planning, investment management, and retirement benefits guidance.

Prostatis offers a Savvy Investor Retirement Summary, a comprehensive review of investments, risk, Social Security, pensions, tax strategies, and estate planning. The process begins with a complimentary summary and consultation; clients who choose to proceed can receive a detailed plan, annual reviews, and continuing support. Additional resources include a 401(k) X-Ray, retirement income analysis, tax planning analysis, webinars, educational content, books, and community and client events. The firm also hosts The Savvy Investor, a weekly radio show presented by Michael Canet and Ryan Herbert, featuring retirement news, strategies, and planning opportunities. Prostatis emphasizes fiduciary advice, tax-efficient wealth management, and helping clients grow, protect, and distribute their assets.