Company Mission Statement:

At PROWEALTHONE, we help you meet your goals. We understand that each person’s lifestyle is unique and requires distinct consideration and planning. That’s why we provide services with a personal touch, whether it’s investing or providing advanced financial planning guidance – we listen to what you really want, and really don’t want. The people we work with benefit from our expertise, skillful advice and genuine service.  These principals define the relationships we build. That’s why our clients make a smart choice in working with us.

Why We Have Been Successful:

The PROWEALTHONE approach is centered on the client. We meet your needs by placing you alone at the center of everything we do. And we meet your needs by providing you with open and skillful advice, personal service, a team approach, deep experience and strong fundamentals in investment management, insurance strategies and financial planning. By placing only you at the core of what we do, we build relationships that last.

We Have Saved & Created Jobs By:

PROWEALTHONE is a new firm to the Houston marketplace. I created PROWEALTHONE specifically for the purpose of creating a NEXT Financial Division based in Katy, TX. I have hired one full-time employee since forming the firm in March of this year. My business plan calls for hiring 2 financial professionals in 2011 and 3 more in 2012. My ultimate vision is for PROWEALTHONE to employ 10-12 people in the Houston area.

Our Ideas on How to Save & Create Jobs:

By providing financial planning guidance to local business owners, we will increase their confidence and lower their anxiety about hiring additional staff to support  expansion and growth of their business’. I also plan to create and personally fund a foundation that will offer grants to business owners who create jobs specifically for underemployed segments of the community. I am most concerned with the lack of quality entry level positions available to recent trade school and college graduates.

How Many Employees?

2

Jobs Created Since 2008:

1

Feature Employees:

Janna Alsobrook, joined PROWEALTHONE as Client Service Coordinator in April of this year. Janna is a fully licensed financial service professional who now is the administrative anchor of PROWEALTHONE. Janna utilizes her experience as a financial advisor to help create the very personal client centered experience that is the hallmark of the relationships we build.