Broker Check

FORM Prosperity Wealth Advisors, LLC - Chandler, AZ

 
1490 S. Price Rd Chandler, Ste #105, Chandler, AZ 85286
480-382-FORM (3676)

Team

At FORM Prosperity Wealth Advisors, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

I was born into complex family dynamics that taught me at an early age the importance of family and of proper financial and retirement planning. I’m an Arizona native who grew up in Alaska because my father wanted adventure in...

Read more

As a native of Arizona, I grew up playing baseball and doing all things outdoors. Playing baseball dominated my early life through graduating from Arizona State University. Both of my parents were teachers and I have always felt part...

Read more

Carolyn Duncan

Client Relations Associate

(480)382-3676

(480)576-2424

Before joining FORM Prosperity in January 2021, I worked for a financial firm in Kansas City, MO for 14 years.  Empowering my team by providing the support that they need has always been a top priority to me.

Read more