IRA Rollover 

 September 4, 2020

You only get one retirement.

Find out how Prosperity Financial Group makes 401(k)-to-IRA Rollovers easy.

Enjoy peace of mind knowing our team is keeping a close eye on the markets and the investments in your account every day.

Schedule a 30-Min Investment Strategy SessioN

Ready for a 401(k)-to-IRA rollover?

If you’re ready for a Fiduciary Registered Investment Advisor who will…

  • … offer you the individual attention you deserve
  • … get to know your financial goals and retirement vision
  • … give you deeply personalized investment advice
  • … develop the optimal investment strategy for your unique financial situation

We pledge to offer best-in-class value, performance, and service.

Since 1993, we’ve helped our clients plan for a financially secure retirement.

Our first promise is that we will listen. Then, we’ll bring our experience and expertise to help you achieve your goals.

Stop overpaying for underperformance.

No matter your financial situation, we have the proven, time-tested expertise to optimize your IRA investment portfolio.

Assets Under Management
Client Retention Rate
Portfolios Managed

Let’s Talk About your IRA

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



Call your current company to find out whether you need to complete any forms before your trustee-to-trustee transfer.


Do the prep work

Gather all your account information: passwords, account numbers, statements, and list of beneficiaries.


Contact us

Call us when you’ve initiated your account transfer. We’ll help you track the status of your transfer and notify you when it’s complete.

Hi, I’m Elliot Kallen.

I’m on a mission to help you build a better retirement. For 27 years, I’ve helped clients like you achieve their retirement financial goals. If you’ve recently lost your job, taken a new job, or are looking for someone to manage your IRA, schedule a call to see how I can help you secure a better retirement.

As a fee-only, commission-free investment advisory firm, our clients depend on us for:

  • Time-tested investment expertise
  • Full transparency – no hidden fees
  • Investment & tax optimization

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


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