Prosperity Investment Management, Inc.

CONNECT

Address:

7054 Skyway
Paradise, CA 95969-3900

Phone:

(530) 877-4111

Fax/Other:

(530) 877-7432

Up Coming Events

September 16, 2016

 

Hello and good wishes to all our clients and friends, it’s that time of year again.  We want to invite you to our Pie and Ice Cream Social, and encourage you to bring friends, on September 30th, from 1 p.m. through 4 p.m.  A flyer is attached. 

 

We have clients that live in many states and understand that for some clients it is too far to travel.

 

2016 has been a very good and busy year.  Heidi and I have both attended the Securities America National Conference in Florida to keep up with our never ending continuing education.  My wife Julie and I were able to arrive a few days early and visit relative.  Heidi was able to stay a couple extra days and enjoy Florida with her husband and daughter.

 

I just returned from the Financial Planning Association conference in Baltimore Maryland where I enjoyed excellent speaker including Cal Ripken, Jr.  I talked with representatives from many of the nation’s most respected money management companies and attended great educational sessions.

 

Heidi is continuing to excel with her promotion and expanded responsibilities.  Both Heidi and I are reaching out to clients as we increase client contact.  Kathy has been an invaluable addition over the last year handling the volumes of paperwork generated in the course of business and working to keep our data systems up to date and accurate.  Melodie continues to deal with the office operations, bookkeeping and special projects.  Our entire staff is very excited about the improvements we are making.  We are accomplishing goals in effort to do our best to take great care of our clients.

 

2016 - Rob and Julie by Chico State copy (2).jpgWe feel very blessed to live in California.  Julie and I have been enjoying visiting some of our favorite places. 

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We enjoyed watching the 4th of July fireworks show over Lake Tahoe with our family. 

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I enjoyed flying a jetpack again in Newport Beach, CA.

 

Our son introduced our grandson, Lincoln, to a horse.

 

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Julie and I recently attended the Concours de la Chapelle, a fundraiser for the Paradise Ballet and Paradise Rotary.  It was

a great evening for two great organizations.

 

 

I am looking forward to having a booth at Johnny Appleseed Day.  Please stop by and say Hi at our booth next to the flag pole.  There is a memorial plaque on the flag pole dedicated to my parents.

 

 

 

 

 

 

 

2016-Relay-Heidi-&-Banners.gif2016---Ralph-in-the-pool-cr.gif2016-Heidi-as-Relay-for-Lif.gifHeidi co-chaired with Rob, for the 5th year, the Rotary and Friends Relay For Life team at the June 4th American Cancer Society’s Relay for Life.  The team earned over $10,000 and received second place award for “Best Mission Statement”.  Heidi was the closing speaker of the event. 

 

2016-Mishy-house.gif2016 Heidi & Mish - cutout.pngTruman and Heidi continue working on their property.  They set up their pool and their little dog Ralph loves it.  They also set up a “Little House” for their daughter, pictured with Heidi, right.

 

As if they didn’t have enough animals of their own, they are

fostering a dog for a Humboldt University student.

 

 

 

The last few months have been eventful for Melodie and her family.  In June her grandson, Vyktor, had his first birthday; he is such a happy child. 

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2016_07_28-Jake-at-Ocean-Wl.gif2016_07_25-Jake-at-beach-we.gif2016_07_28-Mike-at-Ocean-Wl.gifIn July she and her husband Mike took her oldest Grandson Jake, age 7, on vacation to the coast of Oregon where he fully enjoyed every beach in the vicinity and Ocean World. 

 

 

 

 

 

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Check the background of this financial professional on FINRA's BrokerCheck