DRAFT PREPARED NOVEMBER 6, 2026
Education is the scope of our work
Prospera Heritage provides financial wellness education. Website content, workshops, the portfolio, the workbook, and consultations are educational. They are not individualized investment, tax, legal, lending, or insurance advice.
Our decisions remain ours
Each family’s circumstances are different. We encourage questions and informed choices. For decisions requiring a licensed or otherwise qualified professional, consult the appropriate professional who can consider your circumstances.
No guaranteed financial outcomes
We do not promise credit-score increases, lending or mortgage approval, a particular amount of savings or debt reduction, investment performance, income, or earnings. Participation and educational tools do not guarantee specific results.
Partnerships and introductions
A partner introduction or promotion is not a guarantee of another provider’s products, approval decisions, or results. Specific promotions, referral arrangements, or compensation terms are not offered on this website and must be reviewed and agreed before use.