Welcome to Prosperity Financial Group in Lafayette

Our team of experienced retirement planners, financial advisors, family wealth managers, and wealth advisors are dedicated to helping our clients achieve their financial goals and secure their financial future.

FAMILY WEALTH MANAGEMENT

Pass down more than just memories. Preserve your family’s wealth for generations to come with our Legacy Building Plan.

if IT'S money, IT'S personal™

Discover how Prosperity can transform your wealth

We offer a wide range of asset management services in Lafayette, including:

Wealth Management: Our wealth management services are designed to help you grow and protect your wealth over time. Our wealth advisors in Lafayette will work closely with you to develop a customized plan that is tailored to your specific goals and objectives.

Retirement Planning: Our retirement planners in Lafayette will work with you to develop a plan that will help you achieve your retirement goals. We’ll help you determine how much you need to save, how to invest your savings, and how to manage your assets to generate income during your retirement years.

Investment Planning: Our financial advisors in Lafayette provide investment planning services that are designed to help you make informed decisions about your investments. We’ll help you analyze your risk tolerance, identify investment opportunities, and develop a diversified portfolio that is tailored to your specific needs.

Family Wealth Management: Our family wealth managers in Lafayette are dedicated to helping you protect and grow your family’s wealth over time. We’ll work closely with you to develop comprehensive family wealth plans that take into account your family’s unique needs and goals.

College Planning: Our financial planners in Lafayette offer college planning services to help you save for your children’s education. We’ll help you determine how much you need to save, how to invest your savings, and how to maximize your financial aid options.

Tax Planning: Our wealth advisors in Lafayette also provide tax planning services designed to help you minimize your tax liability and maximize your savings. We’ll work closely with you to develop a comprehensive tax strategy that is tailored to your specific needs and goals.

At Prosperity Financial Group located in Lafayette, we take pride in offering our clients top-notch financial planning and asset management services. With years of experience and a successful track record, our team has helped numerous clients attain their financial objectives. Whether you need help with retirement planning, financial advising, family wealth management, or wealth advising, Prosperity Financial Group has got you covered. Get in touch with us today to schedule a consultation and let us help you achieve financial stability for a secure future.

CREATE LIFELONG GOALS

Establish a financial plan that includes your unique retirement goals, milestones, and desired lifestyle.

Family wealth planning

GROW YOUR FORTUNE

Utilize long-term investing strategies and a diversified portfolio that may include stocks, bonds, real estate, and more.

PROTECT YOUR WEALTH

Protect your wealth from inflation, market volatility, and tax liabilities with annuities, life insurance, and tax-advantaged accounts.

Family with children standing in front of sunset on the beach

LEAVE A LEGACY

Learn how to successfully transfer wealth with business succession strategies, generational financial goals, and charitable gifting strategies.

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To get a perfect Plan

DON'T JUST TAKE OUR WORD FOR IT

5/5
“Prosperity has been wonderful for us. They manage our money very well. Elliot is a great friend and a great friend of our investments. We couldn't be happier.”
Prosperity Clients
Sharon and Dan Fisher
Client

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JUST ONE CONVERSATION CAN CHANGE YOUR FUTURE FOR THE BETTER

We’ll spend 30 minutes getting to know you—your situation, needs, and vision—then offer a strategic plan to reach your goals. 

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.