At Prosperity Financial Group, we understand no two people have the same financial goals. These goals are as unique as your fingerprint. Because of this, we believe your unique situation should be accounted for in a financial plan that’s tailored to your unique needs – hence our personal financial planning services.
Our integrated and disciplined approach to financial planning is designed to provide you with a comprehensive, long-term financial plan. We use our Fingerprint Financial Planning™ to help discover what’s important to you and how to reach your objectives through advanced financial tools and strategies. Fingerprint Financial Planning™ can help:
- Determine the right level of insurance for your business and/or family
- Calculate how much you need to save to retire comfortably
- Create new income streams from investments
- Fund your children’s or grandchildren’s educations
- Make career and lifestyle transitions easier for families, professionals, executives and business owners.
If you feel Fingerprint Financial Planning™ is right for you, call our San Ramon office at (925) 314-8500 to book your free consultation today!