A bit of forward thinking can go a long way.

Big or small, every financial journey starts with the first step. We'll be here the rest of the way.

Elliot Kallen Prosperity Financial Group Wealth Advisor

You deserve flexibility, choice, and the freedom to keep moving toward your goals.

Elliot Kallen

Registered Principal, Prosperity Financial Group

Open an Account

Opening an account with Prosperity is as easy as 1-2-3.

01
Complimentary Strategy Session

During this session, we'll get to know your personal investment style, risk tolerance, and how long you expect to hold the investments.


Need help with goal planning, choosing investments, and planning your retirement? We can help with that, too.

02
Open Your Account

Before you open your account, we'll collect some basic information.


Be ready to provide your Social Security number, date of birth, address, and employer.


If you’re not a U.S. citizen, you’ll need to have your passport and residency visa handy.

03
Fund Your Account

Once your account is open, you'll be able to fund it and start investing.


If you need Fiduciary investment guidance, we can help you keep track of your portfolio performance, trends and investment objectives.

The Prosperity Difference

Trust & ethics

As a Registered Investment Advisor, we abide by the Fiduciary standard. That means we're legally obligated to put your best interests first.

Flexibility and choice

We'll develop your personalized investment strategy that accounts for your goals, investing style, and your comfort level.

Commitment

Our investment philosophy puts performance first. We manage your portfolio proactively, carefully, and continually—so that you don't miss any important opportunities or deadlines.

Types of Accounts

Traditional IRA

For tax-deferred growth potential and tax-deductible contributions until age 70½


Roth IRA

For tax-free growth potential and tax-free withdrawals after age 59½


SEP IRA

A specialty IRA for small business owners and the self employed, with tax-deferred growth potential and tax-deductible contributions

2

Education savings account

Start saving now to make paying for future education expenses easier

3

Insurance

Protect what matters with life, disability, and long-term care insurance

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Wealth management, simplified

Ready to invest?

Open in account in 15 minutes or less

Book a Free Consultation

Walk-ins Welcome

2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA

Request an Appointment

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