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Prospera CFO is a division of Prospera Financial. While Prospera Financial operates independently, Chad Heberly also owns Prospera Investment Advisors, a registered investment advisory firm providing fee-based financial planning and investment management services. The services performed by Prospera CFO do not constitute an investment recommendation. Additionally, this common ownership may create potential conflicts of interest when insurance products are recommended to clients of Prospera Investment Advisors. Insurance products offered through Prospera Financial may involve commission-based compensation, which differs from the fee-based structure of investment advisory services.

Prospera Financial is committed to ensuring that all recommendations are based on your individual financial goals, needs, and best interests. For more information about our services or to address any concerns about conflicts of interest, please contact us.