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YOU ONLY GET ONE RETIREMENT.

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Rolling over an old 401(k) to an IRA is easy with Prosperity.

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We are Open Mon-Fri, 8am-5pm PST

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Have you just lost your job?

Are you in the middle of a job transition?

Do you have an old 401(k) you don’t know what to do with?

[/et_pb_text][et_pb_button button_url=”https://calendly.com/elliotkallen” url_new_window=”on” button_text=”BOOK A NO-COST STRATEGY SESSION” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” custom_css_main_element=”width:100%; max-width:450px;text-align:center” locked=”off” global_colors_info=”{}”][/et_pb_button][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font_size=”26px” global_colors_info=”{}”]

We can help you rollover your old 401(k)s into an IRA with us.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Pay less in fees” use_icon=”on” font_icon=”||fa||900″ icon_color=”#E09900″ image_icon_width=”50px” _builder_version=”4.16″ _module_preset=”default” header_text_align=”center” header_font_size=”24px” global_colors_info=”{}”][/et_pb_blurb][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Have more and better investment choices” use_icon=”on” font_icon=”||fa||900″ icon_color=”#E09900″ image_icon_width=”50px” _builder_version=”4.16″ _module_preset=”default” header_text_align=”center” header_font_size=”24px” locked=”off” global_colors_info=”{}”][/et_pb_blurb][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”See all your retirement funds in one place” use_icon=”on” font_icon=”||fa||900″ icon_color=”#E09900″ image_icon_width=”50px” _builder_version=”4.16″ _module_preset=”default” header_text_align=”center” header_font_size=”24px” locked=”off” global_colors_info=”{}”][/et_pb_blurb][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”|700|||||||” header_3_font=”|700|||||||” text_orientation=”center” global_colors_info=”{}”]

Here’s the truth about your 401(k).

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When was the last time you looked at your 401(k) from 3 jobs ago?

Chances are, your investment needs are much different today than they were when you set up your first 401(k). Portfolios should be rebalanced to maximize opportunities and meet your current financial goals.

You can solve your abandoned retirement account dilemma with a Rollover IRA.

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401(k) fees are high, especially if you’re a former employee. 

According to the Department of Labor, a 1% increase in fees could reduce your retirement account balance by 28% percent over the long run!

You can save on all those little expenses that’ll eat into your investment returns over the long term with a Rollover IRA.   

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With a 401(k), you’re limited to the investment options offered by an employer.

That means your investment growth is limited, too. 

With a Rollover IRA, you’ll unlock access to a much wider range of investment options.

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Say goodbye to all the complicated 401(k) rules.

You own your IRA, which means you get to buy and sell your holdings whenever you want.

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You would see a doctor to maintain your physical health. What would you do for your financial health?

By rolling over your IRA with Prosperity, you’ll have a trusted Fiduciary partner with 27 years of investment & retirement planning experience.

[/et_pb_accordion_item][/et_pb_accordion][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_color=”#f2fcf5″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”|700|||||||” header_3_font=”|700|||||||” text_orientation=”center” locked=”off” global_colors_info=”{}”]

PROSPERITY OFFERS BEST-IN-CLASS VALUE, PERFORMANCE, AND SERVICE.

[/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”|600|||||||” text_font_size=”24px” header_3_font=”|700|||||||” text_orientation=”center” locked=”off” global_colors_info=”{}”]Since 1993, we’ve empowered clients like you to plan for a financially secure retirement.[/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”||||||||” text_font_size=”20px” header_3_font=”|700|||||||” text_orientation=”center” locked=”off” global_colors_info=”{}”]Our first promise is that we will listen. Then, we’ll bring our experience and expertise to help you achieve your goals.[/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”||||||||” text_font_size=”20px” header_3_font=”|700|||||||” text_orientation=”center” locked=”off” global_colors_info=”{}”]When you open a Rollover IRA with Prosperity, we pledge to:[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb use_icon=”on” font_icon=”||fa||900″ icon_color=”#E09900″ image_icon_width=”50px” _builder_version=”4.16″ _module_preset=”default” header_text_align=”center” header_font_size=”20px” text_orientation=”center” global_colors_info=”{}”]… offer you the individual attention you deserve.[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb use_icon=”on” font_icon=”||fa||900″ icon_color=”#E09900″ image_icon_width=”50px” _builder_version=”4.16″ _module_preset=”default” header_text_align=”center” header_font_size=”24px” text_orientation=”center” locked=”off” global_colors_info=”{}”]… get a full understanding of your financial goals and retirement vision.[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb use_icon=”on” font_icon=”||fa||900″ icon_color=”#E09900″ image_icon_width=”50px” _builder_version=”4.16″ _module_preset=”default” header_text_align=”center” header_font_size=”24px” text_orientation=”center” locked=”off” global_colors_info=”{}”]… develop the optimal investment strategy for your unique financial situation.[/et_pb_blurb][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”https://calendly.com/elliotkallen” url_new_window=”on” button_text=”BOOK A NO-COST STRATEGY SESSION” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” custom_css_main_element=”width:100%; max-width:450px;text-align:center” locked=”off” global_colors_info=”{}”][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_color=”#2E433C” global_colors_info=”{}”][et_pb_row column_structure=”2_5,3_5″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” custom_padding_last_edited=”on|phone” _builder_version=”4.16″ _module_preset=”default” background_color=”#FFFFFF” custom_padding=”||||false|true” custom_padding_tablet=”||||false|true” custom_padding_phone=”|2%||2%|false|true” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|5%||5%|false|true” global_colors_info=”{}”][et_pb_image src=”https://prosperityfinancialgroup.com/wp-content/uploads/2020/09/10-Common-IRA-Rollover-Mistakes-Prosperity-Financial-Group-Optin-1.png” alt=”10 Common IRA Rollover Mistakes Prosperity Financial Group Optin 1″ title_text=”10 Common IRA Rollover Mistakes Prosperity Financial Group Optin 1″ align=”center” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” custom_margin=”20px||30px||false|false” custom_margin_tablet=”||20px||false|false” custom_margin_phone=”||20px||false|false” custom_margin_last_edited=”on|desktop” global_colors_info=”{}”]

BEFORE YOU START YOUR IRA ROLLOVER

Download our guide to learn

THE 10 MOST COMMON ROLLOVER MISTAKES

And how to avoid them!

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Meet the Team

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For the past 27 years, Prosperity has been empowering clients, just like yourself, to build the retirement of their dreams.

Whether you’re transitioning between jobs or looking for investment planning services, Prosperity can help you secure a better retirement.

We believe that If It’s Money, It’s Personal—and you deserve the best retirement results.

If you have any questions, or you’d like to initiate your IRA rollover, give us a call. We look forward to speaking with you.

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Setting up your Rollover IRA is easier, quicker, and more stress- free than you might think.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”1. OPEN YOUR ROLLOVER IRA” use_icon=”on” font_icon=”||fa||400″ icon_color=”#E09900″ image_icon_width=”50px” _builder_version=”4.16″ _module_preset=”default” header_font=”|700|||||||” header_text_align=”center” header_font_size=”20px” text_orientation=”center” global_colors_info=”{}”][/et_pb_blurb][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”2. CONTACT YOUR OLD PROVIDER” use_icon=”on” font_icon=”||fa||900″ icon_color=”#E09900″ image_icon_width=”50px” _builder_version=”4.16″ _module_preset=”default” header_font=”|700|||||||” header_text_align=”center” header_font_size=”20px” text_orientation=”center” locked=”off” global_colors_info=”{}”][/et_pb_blurb][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=” 3. GET IN TOUCH WITH US” use_icon=”on” font_icon=”||fa||900″ icon_color=”#E09900″ image_icon_width=”50px” _builder_version=”4.16″ _module_preset=”default” header_font=”|700|||||||” header_text_align=”center” header_font_size=”20px” text_orientation=”center” locked=”off” global_colors_info=”{}”][/et_pb_blurb][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_color=”#f2fcf5″ locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]

Ready to get started?

Start your rollover now »

[/et_pb_text][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” custom_css_main_element=”display: flex;||justify-content: center;||flex-direction:column;” global_colors_info=”{}”][et_pb_button button_url=”tel:9253148500″ button_text=”CALL (925) 314-8500″ button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” custom_css_main_element=”width:100%; max-width:450px;text-align:center” locked=”off” global_colors_info=”{}”][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section]

Register for Prosperity Power Hour

Enjoy food and beverages, meet other successful professionals, improve your referral base, and win fun door prizes!

Because of the intimate nature of this event, we’re taking a very limited number of attendees per event. These seats will go fast, so grab one while you can!

Bringing a +1? Please have your guest fill out this form.