Contact #: +1 (305)409-6413

Financial Consulting, with a Personal Touch

Financial Consulting, with a Personal TouchFinancial Consulting, with a Personal TouchFinancial Consulting, with a Personal Touch

Financial Security is a gift that lasts a lifetime and our mission is to ensure that "No families are left behind". 

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How we can help you?

Empowering your financial future

We bring the Wall Street to Main Street by providing a holistic approach to Personal Finance. We help you safeguard your wealth while pursuing long-term growth and prosperity. Through a comprehensive Financial Lifestyle Analysis, customized for your specific needs, we shape your strategy based on six core principles of personal finance, ensuring your family is financially secure and well-protected. Let us guide you toward building a brighter and more confident financial future!​


  • Increase Cash Flow
  • Manage Debt Effectively                   
  • Manage Emergency Fund  
  • Ensure Proper Protection                    
  • Build Wealth
  • Preserve Wealth for Generation

Services Offered

Estate Planning

New IRA and Rollovers

Estate Planning

Protect your valuable financial assets against the litigation and unfavorable taxation.

Notary Services

New IRA and Rollovers

Estate Planning

End to end service to help you with your Estate Planning.

New IRA and Rollovers

New IRA and Rollovers

Retirement & Tax Saving Plan

Continued Tax Deferral, Excellent Growth Potential and Guaranteed Protection from market downturn.

Retirement & Tax Saving Plan

Retirement & Tax Saving Plan

Retirement & Tax Saving Plan

As most of the next generation will not have pension-like income, guaranteed lifetime income planning is imperative. Plan ahead and take care of your money now so you won’t have to pay tax later.

Leverage systematic planning and power of compounding. 

College Savings

Retirement & Tax Saving Plan

College Savings

Plan and secure sufficient funds for your Kids education in their dream college/university.

Protection

Retirement & Tax Saving Plan

College Savings

Whether you've recently married, taken on a mortgage, or started a family - cover expenses or replace income should the unexpected happen.

Our Approach

We take a highly personalized 3-step approach to provide you a path towards financial success:


  • Analyzing your goals and objectives - We start by documenting your goals and use proven investment strategies to meet your risk tolerance and stand up against market volatility.
  • Building customized strategies - We develop strategies aligned to your goals and objectives and deliver long term objectives. 
  • Identifying multiple solutions - We work with a varied set of providers enabling us to provide you with diversified set of solution design aligning with your strategies. 


Business Opportunity

COME JOIN US!

WE ALSO PROVIDE OPPORTUNITY IF YOU ARE INTERESTED TO BECOME A LICENSED FINANCE PROFESSIONAL.


  • Comprehensive training provided – No experience? No problem!
  • Create a thriving side career – Flexibility to suit your schedule.
  • Earn great profit share – Plus, the potential for passive income streams.
  • Build your legacy – Grow equity in a business designed for long term success.  

Contact US

Better yet, see us in person!

Send us a message, and tell us more about your financial goals and needs. We will get back to you soon to schedule a consultation.

Pinnacle Prosperity

Home Office: 24527 W Prairie Grove Dr Plainfield IL 60585

Prithwi Chowdhury and Madhu Banerjee Licensed Financial Professional Ph: +1(305)409-6413 Email: prithwimadhu@pinnacle-prosperity.com

Hours

Today

By Appointment

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