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

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.