K Prus Advisory – Estate and Financial Planning

K Prus Advisory - Estate and Financial Planning is a Financial Planner in Estero, FL. The firm provides personalized estate planning, financial planning, and Medicare solutions to help clients protect and build assets while creating a lasting legacy. Founded in South West Florida, the practice focuses on a holistic approach to retirement concerns, addressing challenges such as long-term care, chronic illness, the risk of outliving assets, rising healthcare costs, and safeguarding property. The advisory team serves retirees, young professionals, and business owners by offering tailored strategies for guaranteed lifetime income, long-term care protection, and customized Medicare plan selection. They also assist with business formation and wealth preservation.

The firm is led by Konrad Prus, JD MS, who developed a proprietary holistic method for financial planning. Prus founded K Prus Advisory, L.L.C. to provide a personal touch and thorough care through a myriad of retirement challenges. His approach integrates legal and financial perspectives to address the toughest client challenges with integrity. The team enhances community financial and legal knowledge by offering valuable workshops and webinars in Southwest Florida. These educational initiatives cover estate planning basics, trust creation, and strategies for protecting income during retirement.

The advisory serves as a trustworthy resource for the community, helping clients navigate confusing Medicare rules and yearly plan changes. They provide ongoing support to update current plans to suit individual needs. The firm emphasizes a dedicated service model, aiming to ensure each client feels supported and understood on their journey. Prus’s background includes studying tirelessly and seeking guidance from experienced advisors to build a successful firm from the ground up.

K Prus Advisory - Estate and Financial Planning combines legal expertise with financial strategy to secure the future of Estero residents.

The firm is located on Fashion Dr in Estero, about 0.3 miles from South Tamiami Trail and half a mile from Lee Health.

BizScoreAI awarded the business a Technical score of 92 out of 100, ensuring the website is secure and easily readable by search engines. A Content Quality score of 75 out of 100 reflects clear descriptions that allow AI assistants to quote the firm directly. The practice ranks number 2 of 6 Financial Planner businesses that BizScoreAI has scored in Estero.