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.
You deserve flexibility, choice, and the freedom to keep moving toward your goals.
Registered Principal, Prosperity Financial Group
Open an Account
Opening an account with Prosperity is as easy as 1-2-3.
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.
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.
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.
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
For tax-deferred growth potential and tax-deductible contributions until age 70½
For tax-free growth potential and tax-free withdrawals after age 59½
A specialty IRA for small business owners and the self employed, with tax-deferred growth potential and tax-deductible contributions
Education savings account
Start saving now to make paying for future education expenses easier
Protect what matters with life, disability, and long-term care insurance
Wealth management, simplified
Ready to invest?
Open in account in 15 minutes or less