Professional Service Firms

Our solutions for professional service firms strike the perfect balance between business profitability and rewarding retirement benefits for your team.

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Professional Service Firms

We’re committed to delivering 401(k) and 403(b) plan management solutions, paired with exceptional service, to ensure your plan runs smoothly.

Amplifying Your Professional Potential

Professional service firms require specialized retirement solutions that reflect the dynamic nature of their work. At Prosperity Financial Group, we offer tailored retirement plans that cater to your firm’s unique needs, ensuring a secure future for your valuable team.

Retirement Solutions for Professional Service Firms

Our advisors have extensive experience managing retirement plans for law firms, medical practices, consulting firms, and more. We’ll work with you to design a plan that’s compliant, competitive, and supportive of your firm’s long-term goals.

You’re in GOOD Company

More than 4,500 employees at over 30 companies save with Prosperity 401(k) Advisors.

401k Resources

IRS Updates

2024 IRS Updates: 401(k), IRA, & More

The Internal Revenue Service (IRS) has announced significant updates for 2024, impacting various retirement plans, including 401(k), Individual Retirement Accounts (IRA), and Roth IRAs. These changes, primarily influenced by cost-of-living

Executive employees

Strategies to Retain Top Corporate Talent

Today’s world is evolving rapidly, making it more challenging than ever to attract and hold onto talented employees, particularly senior management. Here are some strategies that might be beneficial, and

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.