Prosperity Financial Group helps successful individuals, families, and businesses to build, manage, and protect their wealth. We are a Fiduciary Financial Planning firm with 28-plus years of experience in helping our clients navigate the complex financial landscape.


➡️ WHAT WE DO

We use our proprietary FINGERPRINT FINANCIAL PLANNING™ process to discover your goals and build your deeply personalized wealth management strategy, including:

- Retirement Planning
- Investment Planning
- Comprehensive Wealth Management
- Tax Planning
- College Planning
- Business Succession Planning
- 401(k) Advisory Services
- IRAs and IRA Rollovers
- Annuities
- Life Insurance

➡️ BOOK YOUR COMPLIMENTARY CONSULTATION: Call (925) 314-8500 today!

➡️ LEARN MORE: prosperityfinancialgroup.com and 401k.prosperityfinancialgroup.com


Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

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Prosperity Financial Group, Inc.

Prosperity Financial Group, Inc.'s headquarters in San Ramon, CA, United States

Prosperity Financial Group, Inc.

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