Fee-based means that we and our associated investment management partners have absolutely no incentive to choose one specific investment over another, as we earn the same compensation no matter what your money is invested in (we are also prohibited by law not to accept any compensation other than client fees for investment advisory services).
Fiduciary means we an our associated investment management partners are required by law to make investment decisions and recommendations based solely upon what is in the best interest of our clients.
Prudent Prospera Planning is a California Registered Investment Advisor.
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Prudent Prospera Planning, Inc, located in state of California, (PrudentProspera) is a registered investment advisor .The Firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. PrudentProspera continuously monitors its filing requirements in all states, and will provide individualized services only in accordance with various state regulations. Any direct communication by prudent Prospera with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.This website is for informational purposes only and does not constitute a complete description of investment services or performance. This website in no way constitutes the provision of investment advice, which will only be provided under a written investment advisory agreement and only in states in which PrudentProspera is registered, has made the appropriate notice filings, or is exempt from notice filing requirements. Information on this website is not an offer to buy or sell, or a solicitation of any offer(s) to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.Each client or prospective client agrees, as a condition precedent to his/her/its access to PrudentProspera ’s website to, release and hold harmless PrudentProspera its offices, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which use independent of his/her/its receipt of personalized individual advice from PrudentProspera. Atul C. Dubal CFP(R) Ca Insurance Lisc # 0B42798