Complimentary Portfolio Analysis

[tcb_logo target=’_blank’ href=’https://prosperityfinancialgroup.com’ data-id-d=’2′ data-css=’tve-u-16bf641baeb’ data-img-style=’width: 100%;’ class=” data-alt=’Prosperity Financial Group logo’]

Take Hold of Your Financial Future

2022 is nearly here.

What do you want to accomplish by the New Year?

At Prosperity Financial Group, we’re committed to helping you develop and execute your ideal investment strategy.

  • Developing a clear, customized plan to maximize your wealth
  • Collaborating with your CPA and Attorneys to protect your wealth
  • Helping you live the lifestyle you’ve always dreamt of
  • And much more!

Claim your COMPLIMENTARY PORTFOLIO ANALYSIS today

Optimize your trading strategy

Is your portfolio well-balanced for your goals, time horizon, and risk appetite? We’ll give you the insights to help you invest with more confidence.

First Name* Last Name* Phone* Email* What is your preferred method of communication?* Phone Email Zoom In a few words, what are your biggest investment planning concerns?* GET IN TOUCH [tcb-script type=”text/javascript”]window.cfields = {“28″:”what_is_your_preferred_method_of_communication”,”31″:”in_a_few_words_what_are_your_biggest_investment_planning_concerns”};window._show_thank_you = function(id, message, trackcmp_url, email) { var form = document.getElementById(‘_form_’ + id + ‘_’), thank_you = form.querySelector(‘._form-thank-you’); form.querySelector(‘._form-content’).style.display = ‘none’; thank_you.innerHTML = message; thank_you.style.display = ‘block’; const vgoAlias = typeof visitorGlobalObjectAlias === ‘undefined’ ? ‘vgo’ : visitorGlobalObjectAlias; var visitorObject = window[vgoAlias]; if (email && typeof visitorObject !== ‘undefined’) { visitorObject(‘setEmail’, email); visitorObject(‘update’); } else if (typeof(trackcmp_url) != ‘undefined’ && trackcmp_url) { // Site tracking URL to use after inline form submission. _load_script(trackcmp_url); } if (typeof window._form_callback !== ‘undefined’) window._form_callback(id);};window._show_error = function(id, message, html) { var form = document.getElementById(‘_form_’ + id + ‘_’), err = document.createElement(‘div’), button = form.querySelector(‘button’), old_error = form.querySelector(‘._form_error’); if (old_error) old_error.parentNode.removeChild(old_error); err.innerHTML = message; err.className = ‘_error-inner _form_error _no_arrow’; var wrapper = document.createElement(‘div’); wrapper.className = ‘_form-inner’; wrapper.appendChild(err); button.parentNode.insertBefore(wrapper, button); document.querySelector(‘[id^=”_form”][id$=”_submit”]’).disabled = false; if (html) { var div = document.createElement(‘div’); div.className = ‘_error-html’; div.innerHTML = html; err.appendChild(div); }};window._load_script = function(url, callback) { var head = document.querySelector(‘head’), script = document.createElement(‘script’), r = false; script.type = ‘text/javascript’; script.charset = ‘utf-8’; script.src = url; if (callback) { script.onload = script.onreadystatechange = function() { if (!r && (!this.readyState || this.readyState == ‘complete’)) { r = true; callback(); } }; } head.appendChild(script);};(function() { if (window.location.search.search(“excludeform”) !== -1) return false; var getCookie = function(name) { var match = document.cookie.match(new RegExp(‘(^|; )’ + name + ‘=([^;]+)’)); return match ? match[2] : null; } var setCookie = function(name, value) { var now = new Date(); var time = now.getTime(); var expireTime = time + 1000 * 60 * 60 * 24 * 365; now.setTime(expireTime); document.cookie = name + ‘=’ + value + ‘; expires=’ + now + ‘;path=/’; } var addEvent = function(element, event, func) { if (element.addEventListener) { element.addEventListener(event, func); } else { var oldFunc = element[‘on’ + event]; element[‘on’ + event] = function() { oldFunc.apply(this, arguments); func.apply(this, arguments); }; } } var _removed = false; var form_to_submit = document.getElementById(‘_form_11_’); var allInputs = form_to_submit.querySelectorAll(‘input, select, textarea’), tooltips = [], submitted = false; var getUrlParam = function(name) { var regexStr = ‘[?&]’ + name + ‘=([^&#]*)’; var results = new RegExp(regexStr, ‘i’).exec(window.location.href); return results != undefined ? decodeURIComponent(results[1]) : false; }; for (var i = 0; i < allInputs.length; i++) { var regexStr = “field\[(\d+)\]”; var results = new RegExp(regexStr).exec(allInputs[i].name); if (results != undefined) { allInputs[i].dataset.name = window.cfields[results[1]]; } else { allInputs[i].dataset.name = allInputs[i].name; } var fieldVal = getUrlParam(allInputs[i].dataset.name); if (fieldVal) { if (allInputs[i].dataset.autofill === “false”) { continue; } if (allInputs[i].type == “radio” || allInputs[i].type == “checkbox”) { if (allInputs[i].value == fieldVal) { allInputs[i].checked = true; } } else { allInputs[i].value = fieldVal; } } } var remove_tooltips = function() { for (var i = 0; i < tooltips.length; i++) { tooltips[i].tip.parentNode.removeChild(tooltips[i].tip); } tooltips = []; }; var remove_tooltip = function(elem) { for (var i = 0; i < tooltips.length; i++) { if (tooltips[i].elem === elem) { tooltips[i].tip.parentNode.removeChild(tooltips[i].tip); tooltips.splice(i, 1); return; } } }; var create_tooltip = function(elem, text) { var tooltip = document.createElement(‘div’), arrow = document.createElement(‘div’), inner = document.createElement(‘div’), new_tooltip = {}; if (elem.type != ‘radio’ && elem.type != ‘checkbox’) { tooltip.className = ‘_error’; arrow.className = ‘_error-arrow’; inner.className = ‘_error-inner’; inner.innerHTML = text; tooltip.appendChild(arrow); tooltip.appendChild(inner); elem.parentNode.appendChild(tooltip); } else { tooltip.className = ‘_error-inner _no_arrow’; tooltip.innerHTML = text; elem.parentNode.insertBefore(tooltip, elem); new_tooltip.no_arrow = true; } new_tooltip.tip = tooltip; new_tooltip.elem = elem; tooltips.push(new_tooltip); return new_tooltip; }; var resize_tooltip = function(tooltip) { var rect = tooltip.elem.getBoundingClientRect(); var doc = document.documentElement, scrollPosition = rect.top – ((window.pageYOffset || doc.scrollTop) – (doc.clientTop || 0)); if (scrollPosition < 40) { tooltip.tip.className = tooltip.tip.className.replace(/ ?(_above|_below) ?/g, ”) + ‘ _below’; } else { tooltip.tip.className = tooltip.tip.className.replace(/ ?(_above|_below) ?/g, ”) + ‘ _above’; } }; var resize_tooltips = function() { if (_removed) return; for (var i = 0; i < tooltips.length; i++) { if (!tooltips[i].no_arrow) resize_tooltip(tooltips[i]); } }; var validate_field = function(elem, remove) { var tooltip = null, value = elem.value, no_error = true; remove ? remove_tooltip(elem) : false; if (elem.type != ‘checkbox’) elem.className = elem.className.replace(/ ?_has_error ?/g, ”); if (elem.getAttribute(‘required’) !== null) { if (elem.type == ‘radio’ || (elem.type == ‘checkbox’ && /any/.test(elem.className))) { var elems = form_to_submit.elements[elem.name]; if (!(elems instanceof NodeList || elems instanceof HTMLCollection) || elems.length <= 1) { no_error = elem.checked; } else { no_error = false; for (var i = 0; i < elems.length; i++) { if (elems[i].checked) no_error = true; } } if (!no_error) { tooltip = create_tooltip(elem, “Please select an option.”); } } else if (elem.type ==’checkbox’) { var elems = form_to_submit.elements[elem.name], found = false, err = []; no_error = true; for (var i = 0; i < elems.length; i++) { if (elems[i].getAttribute(‘required’) === null) continue; if (!found && elems[i] !== elem) return true; found = true; elems[i].className = elems[i].className.replace(/ ?_has_error ?/g, ”); if (!elems[i].checked) { no_error = false; elems[i].className = elems[i].className + ‘ _has_error’; err.push(“Checking %s is required”.replace(“%s”, elems[i].value)); } } if (!no_error) { tooltip = create_tooltip(elem, err.join(‘<br/>’)); } } else if (elem.tagName == ‘SELECT’) { var selected = true; if (elem.multiple) { selected = false; for (var i = 0; i < elem.options.length; i++) { if (elem.options[i].selected) { selected = true; break; } } } else { for (var i = 0; i < elem.options.length; i++) { if (elem.options[i].selected && !elem.options[i].value) { selected = false; } } } if (!selected) { elem.className = elem.className + ‘ _has_error’; no_error = false; tooltip = create_tooltip(elem, “Please select an option.”); } } else if (value === undefined || value === null || value === ”) { elem.className = elem.className + ‘ _has_error’; no_error = false; tooltip = create_tooltip(elem, “This field is required.”); } } if (no_error && elem.name == ’email’) { if (!value.match(/^[+_a-z0-9-‘&=]+(.[+_a-z0-9-‘]+)*@[a-z0-9-]+(.[a-z0-9-]+)*(.[a-z]{2,})$/i)) { elem.className = elem.className + ‘ _has_error’; no_error = false; tooltip = create_tooltip(elem, “Enter a valid email address.”); } } if (no_error && /date_field/.test(elem.className)) { if (!value.match(/^dddd-dd-dd$/)) { elem.className = elem.className + ‘ _has_error’; no_error = false; tooltip = create_tooltip(elem, “Enter a valid date.”); } } tooltip ? resize_tooltip(tooltip) : false; return no_error; }; var needs_validate = function(el) { if(el.getAttribute(‘required’) !== null){ return true } if(el.name === ’email’ && el.value !== “”){ return true } return false }; var validate_form = function(e) { var err = form_to_submit.querySelector(‘._form_error’), no_error = true; if (!submitted) { submitted = true; for (var i = 0, len = allInputs.length; i < len; i++) { var input = allInputs[i]; if (needs_validate(input)) { if (input.type == ‘text’) { addEvent(input, ‘blur’, function() { this.value = this.value.trim(); validate_field(this, true); }); addEvent(input, ‘input’, function() { validate_field(this, true); }); } else if (input.type == ‘radio’ || input.type == ‘checkbox’) { (function(el) { var radios = form_to_submit.elements[el.name]; for (var i = 0; i < radios.length; i++) { addEvent(radios[i], ‘click’, function() { validate_field(el, true); }); } })(input); } else if (input.tagName == ‘SELECT’) { addEvent(input, ‘change’, function() { validate_field(this, true); }); } else if (input.type == ‘textarea’){ addEvent(input, ‘input’, function() { validate_field(this, true); }); } } } } remove_tooltips(); for (var i = 0, len = allInputs.length; i < len; i++) { var elem = allInputs[i]; if (needs_validate(elem)) { if (elem.tagName.toLowerCase() !== “select”) { elem.value = elem.value.trim(); } validate_field(elem) ? true : no_error = false; } } if (!no_error && e) { e.preventDefault(); } resize_tooltips(); return no_error; }; addEvent(window, ‘resize’, resize_tooltips); addEvent(window, ‘scroll’, resize_tooltips); window._old_serialize = null; if (typeof serialize !== ‘undefined’) window._old_serialize = window.serialize; _load_script(“//d3rxaij56vjege.cloudfront.net/form-serialize/0.3/serialize.min.js”, function() { window._form_serialize = window.serialize; if (window._old_serialize) window.serialize = window._old_serialize; }); var form_submit = function(e) { e.preventDefault(); if (validate_form()) { // use this trick to get the submit button & disable it using plain javascript document.querySelector(‘#_form_11_submit’).disabled = true; var serialized = _form_serialize(document.getElementById(‘_form_11_’)).replaceAll(‘%0A’, ‘\n’); var err = form_to_submit.querySelector(‘._form_error’); err ? err.parentNode.removeChild(err) : false; _load_script(‘https://prosperityfg.activehosted.com/proc.php?’ + serialized + ‘&jsonp=true’); } return false; }; addEvent(form_to_submit, ‘submit’, form_submit);})();[/tcb-script]

What to Expect

from your complimentary, no-obligation portfolio analysis

Review your current situation

First, we’ll start with a holistic financial wellness check-up.

assess your financial health

Next, we’ll determine how well your portfolio meets your current and future needs.

Optimize your portfolio

Finally, we’ll show you how we can help improve your asset allocation, tax diversification, and more.

1

Review your current financial situation

We’ll review all of your current brokerage, savings, company 401(k) accounts, etc. and create a detailed analysis of how they are allocated, how they are performing and what kind of risk you are taking.

Financial Advisor explaining retirement plan to Baby Boomer couple

2

Understand & assess your long-term financial health

We’ll explain whether your current mix matches your current and long-term financial needs. You’ll receive an organized report as to how you’ve done and where you’re positioned in the moment.

3

Optimize your portfolio

We’ll help you find missed opportunities for investment, tax savings, and more. From there, you can make informed decisions as to how to proceed with your overall investment strategy.

Are you ready to take the next step?

Ready to experience a new sense of confidence and optimism in your finances? We’d love to hear from you!

I would like to talk to someone first.

Copyright [thrive_global_fields id=’1′] 

[thrive_global_fields id=’7′ static-link='{“className”:””,”href”:”https://prosperityfinancialgroup.com/tos/disclosure/”,”target”:”_blank”,”class”:””}’]  |  [thrive_global_fields id=’6′ static-link='{“className”:”tve-froala”,”href”:”https://prosperityfinancialgroup.com/tos/privacy-policy/”,”target”:”_blank”,”class”:”tve-froala”}’]