2021 is here.

Are you financially prepared?

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

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • And much more!


Ask us for a complimentary 30-minute Investment Portfolio review today.

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 to improve your portfolio.

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.

Wealth Advisor working in office thinking

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.

Happily retired man smiling in front of computer

Are you ready to take the next step?

If you'd like 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 Prosperity Financial Group, Inc. 

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