Prosperity Advisory Group
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Our Services

Exceptional services, tailored to your specific needs

Our services are designed to help you plan for and achieve a financially secure and prosperous future. Using The Prosperity Process™ framework, we assist individuals and families in prioritizing their goals, defining a game plan, and taking action to achieve their dreams.

Financial Planning and Coaching
  • Cash Flow Management
  • Financial Security and Retirement Projections
  • Education Needs and Savings Plans
  • Income Tax Projections and Planning
  • Debt Consolidation and Management
  • Social Security Maximization
  • Wealth Accumulation for Goals
  • Distribution Planning
  • Business Coaching and Strategies
Financial Planning
and Coaching
Investment Management
  • Full Range of Fee-only Investment Products to Support Your Needs
  • Mutual Funds, Exchange Traded Funds, Individual Stocks and Bonds
  • Real Estate Investment Trusts
  • Fixed and Variable Annuities
Investment
Management
Retirement Planning and Plan Management
  • Individual Plans: IRA, Roth IRA
  • Small Business Plans: SEP IRA, Simple IRA, 401(k) and Solo K
  • Participant Plan Support and Recommendations for 401(k), 403(b) and 457
  • Employer Support for Retirement Plan Design, Implementation and Management
Retirement Planning and
Plan Management
Estate Planning and Protection
  • Minimizing Estate Taxes and Settlement Costs
  • Ensuring an Easy Transfer of Wealth to Heirs
  • Strategies for Planned Giving
  • Charitable Giving and Trusts
  • Life Insurance Need Analysis, Options and Implementation
  • Long-Term Care Insurance Needs Analysis and Acquisition
Estate Planning
and Protection
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Securities offered through Cadaret, Grant & Co., Inc., member FINRA / SIPC. Advisory services offered through Prosperity Advisory Group LLC, an SEC Registered Investment Adviser.  Prosperity Advisory Group LLC and Cadaret, Grant & Co., Inc. are separate entities. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Additional information about Prosperity Advisory Group LLC is available on the SEC’s website.


50 Square Drive | Suite 220 | Victor, NY 14564

585.381.5900

© Copyright 2020–2023. Prosperity Advisory Group. All rights reserved.
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